Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVMBX (Ivy Managed European/Pacific B) | NA | 7.42% | 0.17% | 13.01% | NA | NA | NA | … | … |
Data as of 03/14/2014, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVMBX (Ivy Managed European/Pacific B) | 04/10/2007 | 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 (%) | -3.11 | 7.42 | 0.17 | 13.01 | NA | NA | NA | … | … | -3.78 | 11.35 | 17.37 | -22.57 | 10.97 | 51.66 | -49.96 | 15.40 |
| Sharpe Ratio | NA | 0.52 | 0.01 | 0.66 | NA | NA | NA | … | … | -1.14 | 0.86 | 1.08 | -0.85 | 0.54 | 1.84 | -1.17 | 0.87 |
| Standard Deviation(%) | NA | 14.08 | 19.60 | 20.58 | NA | NA | NA | … | … | 15.45 | 13.13 | 16.13 | 26.48 | 20.21 | 28.07 | 43.50 | 21.63 |
| Draw Down(%) | NA | 14.11 | 33.33 | 33.33 | NA | NA | NA | … | … | 6.75 | 14.11 | 16.37 | 33.33 | 17.56 | 22.60 | 60.53 | 14.88 |
| Yield(%) | 0.00 | 0.00 | 0.01 | 0.02 | 1.01 | 0.67 | 0.50 | … | … | 0.00 | 0.00 | 0.00 | 0.02 | 0.04 | 0.00 | 5.17 | 4.40 |
Data as of 03/14/2014, 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 |
|---|---|---|---|---|
| IVMBX (Ivy Managed European/Pacific B) |
-9.26%
Jun 2007 – Jun 2010 |
-7.84%
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 |
|---|---|---|---|---|
| IVMBX (Ivy Managed European/Pacific B) |
21.94%
Feb 2009 – Feb 2012 |
14.99%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart