Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IVEXX (Ivy Funds – Ivy Government Money Market Fund) NA -100.13% nan% nan% nan% NA NA
Data as of 05/18/2023, Common starting date is 12/31/2009
More Performance Analytics Comparison
Name Start Date End Date
IVEXX (Ivy Funds – Ivy Government Money Market Fund) 12/31/2009 05/18/2023
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -100.13 nan nan nan NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 100.00 1,111.33 18.21 505.40 29.30 21.97
Data as of 05/18/2023, Common starting date is 12/31/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVEXX (Ivy Funds – Ivy Government Money Market Fund) -85.47%
Apr 2019 – Apr 2022
-34.02%
Jan 2010 – Jan 2015
-11.72%
Apr 2012 – Apr 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVEXX (Ivy Funds – Ivy Government Money Market Fund) 428.54%
Oct 2016 – Oct 2019
148.94%
Feb 2014 – Feb 2019
50.83%
Feb 2010 – Feb 2020
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return