Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVAIX (Ivy Capital Appreciation I) | NA | 17.29% | -0.63% | NA | NA | NA | NA | … | … |
Data as of 07/22/2011, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVAIX (Ivy Capital Appreciation I) | 04/10/2007 | 07/22/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.29 | -0.63 | NA | NA | NA | NA | … | … | 1.07 | 11.75 | 39.01 | -46.30 | 9.87 |
| Sharpe Ratio | NA | 1.32 | -0.03 | NA | NA | NA | NA | … | … | 0.15 | 0.64 | 1.60 | -1.05 | 0.66 |
| Standard Deviation(%) | NA | 13.08 | 30.48 | NA | NA | NA | NA | … | … | 12.48 | 18.10 | 24.31 | 44.81 | 16.48 |
| Draw Down(%) | NA | 7.48 | 49.75 | NA | NA | NA | NA | … | … | 7.11 | 17.42 | 21.45 | 55.65 | 8.89 |
| Yield(%) | 0.00 | 0.15 | 0.12 | 0.32 | 0.16 | 0.11 | 0.08 | … | … | 0.00 | 0.14 | 0.35 | 0.01 | 1.28 |
Data as of 07/22/2011, 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 |
|---|---|---|---|---|
| IVAIX (Ivy Capital Appreciation I) |
-11.22%
Aug 2007 – Aug 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVAIX (Ivy Capital Appreciation I) |
0.51%
Mar 2008 – Mar 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart