Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVMIX (Ivy Managed European/Pacific I) | NA | 8.43% | 1.72% | 14.48% | NA | NA | NA | … | … |
Data as of 03/14/2014, Common starting date is 04/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVMIX (Ivy Managed European/Pacific I) | 04/13/2007 | 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 | 8.43 | 1.72 | 14.48 | NA | NA | NA | … | … | -3.42 | 12.14 | 18.22 | -20.11 | 12.04 | 53.00 | -48.95 | 15.48 |
| Sharpe Ratio | NA | 0.62 | 0.09 | 0.75 | NA | NA | NA | … | … | -1.11 | 0.96 | 1.19 | -0.79 | 0.60 | 1.91 | -1.16 | 0.89 |
| Standard Deviation(%) | NA | 13.47 | 18.74 | 19.99 | NA | NA | NA | … | … | 14.54 | 12.58 | 15.39 | 25.65 | 19.88 | 27.75 | 42.80 | 21.75 |
| Draw Down(%) | NA | 13.45 | 32.03 | 32.03 | NA | NA | NA | … | … | 6.50 | 13.45 | 15.47 | 32.03 | 16.87 | 22.24 | 59.60 | 14.84 |
| Yield(%) | 0.00 | 0.54 | 0.68 | 0.85 | 1.35 | 0.90 | 0.67 | … | … | 0.00 | 0.53 | 0.85 | 0.79 | 0.00 | 0.38 | 5.89 | 5.21 |
Data as of 03/14/2014, Common starting date is 04/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVMIX (Ivy Managed European/Pacific I) |
-7.94%
Jun 2007 – Jun 2010 |
-6.34%
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 |
|---|---|---|---|---|
| IVMIX (Ivy Managed European/Pacific I) |
23.72%
Feb 2009 – Feb 2012 |
16.44%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart