Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVMYX (Ivy Managed European/Pacific Y) | NA | 8.05% | 1.08% | 13.94% | 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 |
|---|---|---|
| IVMYX (Ivy Managed European/Pacific Y) | 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 (%) | -3.02 | 8.05 | 1.08 | 13.94 | NA | NA | NA | … | … | -3.56 | 11.90 | 18.22 | -21.36 | 11.83 | 52.56 | -49.25 | 16.16 |
| Sharpe Ratio | NA | 0.59 | 0.05 | 0.72 | NA | NA | NA | … | … | -1.14 | 0.93 | 1.17 | -0.83 | 0.59 | 1.89 | -1.16 | 0.92 |
| Standard Deviation(%) | NA | 13.58 | 19.00 | 20.10 | NA | NA | NA | … | … | 14.66 | 12.69 | 15.61 | 25.81 | 19.91 | 27.79 | 42.96 | 21.70 |
| Draw Down(%) | NA | 13.69 | 32.45 | 32.45 | NA | NA | NA | … | … | 6.44 | 13.69 | 15.71 | 32.45 | 17.03 | 22.28 | 59.77 | 14.86 |
| Yield(%) | 0.00 | 0.35 | 0.51 | 0.62 | 1.26 | 0.84 | 0.63 | … | … | 0.00 | 0.34 | 0.70 | 0.59 | 0.00 | 0.23 | 5.68 | 5.03 |
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 |
|---|---|---|---|---|
| IVMYX (Ivy Managed European/Pacific Y) |
-8.24%
Jun 2007 – Jun 2010 |
-6.86%
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 |
|---|---|---|---|---|
| IVMYX (Ivy Managed European/Pacific Y) |
22.95%
Feb 2009 – Feb 2012 |
15.90%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart