Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVOAX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS A) | 5.67% | 10.17% | 11.07% | 5.94% | 9.38% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVOAX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS A) | 10/02/2014 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 10.17 | 11.07 | 5.94 | 9.38 | NA | NA | … | … | 5.67 | 8.12 | 8.87 | 17.62 | -14.49 | 25.27 | 7.77 | 26.31 | -4.54 | 11.96 | 22.38 | -3.54 | 8.31 |
| Sharpe Ratio | NA | 0.70 | 0.59 | 0.20 | 0.41 | NA | NA | … | … | 0.86 | 0.29 | 0.42 | 0.89 | -0.66 | 1.71 | 0.19 | 1.93 | -0.42 | 1.38 | 1.51 | -0.25 | 2.87 |
| Standard Deviation(%) | NA | 12.92 | 14.98 | 17.36 | 19.15 | NA | NA | … | … | 14.23 | 17.86 | 12.58 | 15.81 | 24.13 | 14.72 | 39.05 | 12.89 | 14.16 | 8.21 | 14.63 | 14.06 | 13.38 |
| Draw Down(%) | NA | 9.51 | 19.80 | 22.02 | 41.20 | NA | NA | … | … | 9.51 | 17.42 | 7.90 | 13.14 | 22.02 | 6.56 | 41.20 | 6.79 | 18.56 | 4.96 | 8.81 | 12.17 | 4.78 |
| Yield(%) | 0.00 | 13.57 | 10.59 | 7.17 | 7.12 | 5.67 | 4.25 | … | … | 0.30 | 14.30 | 11.28 | 5.81 | 3.68 | 3.88 | 1.48 | 2.11 | 3.65 | 1.24 | 1.11 | 1.69 | 0.39 |
Data as of 06/08/2026, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVOAX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS A) |
-2.43%
Mar 2017 – Mar 2020 |
1.71%
Mar 2015 – Mar 2020 |
8.36%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVOAX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS A) |
19.75%
Mar 2020 – Mar 2023 |
15.76%
Mar 2020 – Mar 2025 |
11.08%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart