Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVMAX (Ivy Managed European/Pacific A) | NA | 8.14% | 1.01% | 13.90% | NA | NA | NA | … | … |
Data as of 03/14/2014, Common starting date is 04/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVMAX (Ivy Managed European/Pacific A) | 04/05/2007 | 03/14/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.14 | 8.14 | 1.01 | 13.90 | NA | NA | NA | … | … | -3.57 | 11.86 | 18.14 | -21.44 | 11.81 | 52.66 | -49.29 | 16.85 |
| Sharpe Ratio | NA | 0.59 | 0.05 | 0.71 | NA | NA | NA | … | … | -1.13 | 0.92 | 1.17 | -0.83 | 0.59 | 1.89 | -1.16 | 0.96 |
| Standard Deviation(%) | NA | 13.72 | 19.11 | 20.19 | NA | NA | NA | … | … | 14.86 | 12.82 | 15.63 | 25.93 | 19.92 | 27.83 | 43.22 | 21.57 |
| Draw Down(%) | NA | 13.61 | 32.52 | 32.52 | NA | NA | NA | … | … | 6.56 | 13.61 | 15.75 | 32.52 | 17.01 | 22.33 | 59.82 | 14.78 |
| Yield(%) | 0.00 | 0.29 | 0.44 | 0.57 | 1.25 | 0.83 | 0.62 | … | … | 0.00 | 0.28 | 0.57 | 0.56 | 0.07 | 0.23 | 5.68 | 4.97 |
Data as of 03/14/2014, Common starting date is 04/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVMAX (Ivy Managed European/Pacific A) |
-8.33%
Jun 2007 – Jun 2010 |
-6.93%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVMAX (Ivy Managed European/Pacific A) |
22.95%
Feb 2009 – Feb 2012 |
15.87%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart