Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISTEX (IVY SCIENCE AND TECHNOLOGY FUND CLASS E) | NA | -27.23% | 6.54% | 11.35% | 13.53% | 11.15% | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISTEX (IVY SCIENCE AND TECHNOLOGY FUND CLASS E) | 04/10/2007 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -27.23 | 6.54 | 11.35 | 13.53 | 11.15 | NA | … | … | -28.90 | -20.30 | 35.93 | 50.05 | -5.24 | 32.76 | 1.60 | -3.30 | 4.13 | 51.80 | 26.61 | -4.28 | 10.85 | 39.71 | -28.18 | 14.22 |
| Sharpe Ratio | NA | -1.01 | 0.22 | 0.42 | 0.62 | NA | NA | … | … | -1.41 | -0.46 | 1.02 | 2.73 | -0.28 | 2.51 | 0.07 | -0.19 | 0.23 | 3.88 | 1.73 | -0.16 | 0.54 | 1.88 | -0.97 | 0.95 |
| Standard Deviation(%) | NA | 27.18 | 27.90 | 25.04 | 21.22 | NA | NA | … | … | 32.62 | 44.40 | 34.83 | 17.79 | 23.32 | 12.85 | 19.82 | 17.94 | 17.54 | 13.33 | 15.52 | 26.62 | 19.83 | 21.11 | 29.82 | 18.08 |
| Draw Down(%) | NA | 30.27 | 30.38 | 30.38 | 30.38 | NA | NA | … | … | 29.50 | 35.40 | 30.38 | 8.46 | 25.22 | 6.27 | 20.34 | 18.94 | 14.45 | 5.63 | 10.64 | 23.74 | 15.81 | 15.13 | 41.21 | 9.00 |
| Yield(%) | 0.00 | 30.76 | 21.31 | 18.72 | 19.21 | 15.22 | 11.76 | … | … | 0.00 | 34.99 | 11.03 | 15.48 | 11.59 | 8.54 | 0.00 | 2.37 | 2.26 | 3.65 | 0.67 | 6.72 | 1.41 | 0.83 | 3.47 | 11.09 |
Data as of 07/27/2022, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISTEX (IVY SCIENCE AND TECHNOLOGY FUND CLASS E) |
-0.52%
Aug 2007 – Aug 2010 |
4.20%
Oct 2007 – Oct 2012 |
10.28%
Jun 2007 – Jun 2017 |
11.02%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISTEX (IVY SCIENCE AND TECHNOLOGY FUND CLASS E) |
32.99%
Dec 2018 – Dec 2021 |
26.31%
Jun 2016 – Jun 2021 |
19.25%
Dec 2011 – Dec 2021 |
11.56%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison Chart