Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVH (Ivy High Income Opportunities Fund) | NA | 8.86% | 14.12% | 6.04% | NA | NA | NA | … | … |
Data as of 03/14/2023, Common starting date is 05/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVH (Ivy High Income Opportunities Fund) | 05/29/2013 | 03/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.53 | 8.86 | 14.12 | 6.04 | NA | NA | NA | … | … | 5.91 | -8.04 | 14.49 | 0.41 | 5.58 | -26.41 | -6.89 | 6.26 | -29.76 | -20.66 | -13.86 |
| Sharpe Ratio | NA | 0.35 | 0.49 | 0.26 | NA | NA | NA | … | … | 1.80 | -0.53 | 1.90 | 0.01 | 0.46 | -2.64 | -0.72 | 0.43 | -2.27 | -1.99 | -1.21 |
| Standard Deviation(%) | NA | 18.09 | 21.70 | 19.19 | NA | NA | NA | … | … | 15.58 | 17.74 | 7.60 | 35.89 | 9.09 | 10.50 | 10.42 | 14.02 | 13.11 | 10.36 | 18.28 |
| Draw Down(%) | NA | 16.82 | 29.18 | 43.26 | NA | NA | NA | … | … | 8.48 | 22.36 | 5.20 | 43.26 | 9.43 | 28.85 | 14.39 | 15.51 | 35.17 | 26.28 | 18.12 |
| Yield(%) | 0.00 | 7.88 | 8.80 | 7.49 | 6.81 | 4.54 | 3.41 | … | … | 2.01 | 6.40 | 7.03 | 6.79 | 9.44 | 9.15 | 10.00 | 12.50 | 10.34 | 11.21 | 5.13 |
Data as of 03/14/2023, Common starting date is 05/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVH (Ivy High Income Opportunities Fund) |
-3.50%
Apr 2017 – Apr 2020 |
0.81%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVH (Ivy High Income Opportunities Fund) |
16.63%
Jan 2016 – Jan 2019 |
13.03%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart