Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVMCX (Ivy Managed European/Pacific C) | NA | 7.64% | 0.28% | 13.16% | 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 |
|---|---|---|
| IVMCX (Ivy Managed European/Pacific C) | 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 (%) | -3.10 | 7.64 | 0.28 | 13.16 | NA | NA | NA | … | … | -3.76 | 11.42 | 17.63 | -22.46 | 11.04 | 51.87 | -49.88 | 15.31 |
| Sharpe Ratio | NA | 0.54 | 0.01 | 0.67 | NA | NA | NA | … | … | -1.15 | 0.87 | 1.11 | -0.85 | 0.54 | 1.85 | -1.17 | 0.86 |
| Standard Deviation(%) | NA | 14.01 | 19.47 | 20.46 | NA | NA | NA | … | … | 15.26 | 13.05 | 15.99 | 26.34 | 20.13 | 27.96 | 43.33 | 21.68 |
| Draw Down(%) | NA | 14.04 | 33.33 | 33.33 | NA | NA | NA | … | … | 6.71 | 14.04 | 16.31 | 33.33 | 17.45 | 22.41 | 60.35 | 14.89 |
| Yield(%) | 0.00 | 0.00 | 0.03 | 0.04 | 1.02 | 0.68 | 0.51 | … | … | 0.00 | 0.00 | 0.01 | 0.08 | 0.00 | 0.02 | 5.26 | 4.32 |
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 |
|---|---|---|---|---|
| IVMCX (Ivy Managed European/Pacific C) |
-9.12%
Jun 2007 – Jun 2010 |
-7.73%
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 |
|---|---|---|---|---|
| IVMCX (Ivy Managed European/Pacific C) |
22.02%
Feb 2009 – Feb 2012 |
15.09%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart