Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVBBX (IVY GLOBAL INCOME ALLOCATION FUND CLASS B) | NA | -2.71% | 3.99% | 2.33% | 6.19% | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 12/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVBBX (IVY GLOBAL INCOME ALLOCATION FUND CLASS B) | 12/17/2003 | 11/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.48 | -2.71 | 3.99 | 2.33 | 6.19 | NA | NA | … | … | -4.21 | 12.75 | 5.52 | -2.39 | 0.75 | 9.66 | 9.72 | -4.98 | 10.80 | 26.69 | -33.09 | 8.10 | 21.24 | 3.03 | 17.00 | 3.38 |
| Sharpe Ratio | NA | -0.55 | 0.41 | 0.24 | 0.45 | NA | NA | … | … | -0.83 | 2.52 | 0.50 | -0.24 | 0.10 | 1.25 | 0.95 | -0.31 | 0.71 | 1.16 | -1.19 | 0.41 | 1.84 | 0.11 | 1.50 | 41.31 |
| Standard Deviation(%) | NA | 7.12 | 8.13 | 8.32 | 13.31 | NA | NA | … | … | 7.55 | 4.83 | 10.55 | 10.29 | 7.22 | 7.71 | 10.23 | 16.23 | 15.11 | 22.91 | 28.53 | 12.49 | 9.79 | 7.58 | 10.67 | 3.71 |
| Draw Down(%) | NA | 8.61 | 10.13 | 16.92 | 23.33 | NA | NA | … | … | 8.61 | 1.79 | 8.86 | 13.51 | 8.72 | 8.35 | 11.43 | 15.77 | 13.26 | 22.10 | 43.12 | 9.61 | 9.42 | 5.79 | 10.10 | 0.08 |
| Yield(%) | 0.00 | 3.04 | 3.69 | 3.32 | 4.22 | 4.08 | 3.06 | … | … | 2.00 | 3.11 | 3.21 | 4.70 | 3.30 | 2.89 | 3.75 | 3.39 | 1.54 | 0.03 | 5.78 | 4.72 | 5.27 | 4.93 | 1.43 | 1.41 |
Data as of 11/02/2018, Common starting date is 12/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVBBX (IVY GLOBAL INCOME ALLOCATION FUND CLASS B) |
-11.09%
Feb 2006 – Feb 2009 |
-3.35%
Feb 2004 – Feb 2009 |
1.79%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVBBX (IVY GLOBAL INCOME ALLOCATION FUND CLASS B) |
19.93%
Feb 2009 – Feb 2012 |
14.44%
Feb 2009 – Feb 2014 |
6.13%
Oct 2008 – Oct 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart