Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVOEX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS E) | NA | -4.45% | 4.89% | 6.43% | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVOEX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS E) | 10/02/2014 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.45 | 4.89 | 6.43 | NA | NA | NA | … | … | -12.21 | 26.52 | -4.31 | 12.09 | 22.53 | -3.49 | 8.32 |
| Sharpe Ratio | NA | -0.14 | 0.16 | 0.28 | NA | NA | NA | … | … | -0.46 | 1.95 | -0.40 | 1.40 | 1.53 | -0.25 | 2.86 |
| Standard Deviation(%) | NA | 37.48 | 23.92 | 20.52 | NA | NA | NA | … | … | 53.15 | 12.90 | 14.18 | 8.25 | 14.56 | 14.08 | 13.40 |
| Draw Down(%) | NA | 41.14 | 41.14 | 41.14 | NA | NA | NA | … | … | 41.14 | 6.85 | 18.51 | 4.87 | 8.81 | 12.14 | 4.86 |
| Yield(%) | 0.00 | 2.17 | 2.84 | 2.46 | 1.46 | 0.97 | 0.73 | … | … | 0.72 | 2.32 | 3.81 | 1.45 | 1.16 | 1.75 | 0.40 |
Data as of 06/19/2020, 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 |
|---|---|---|---|---|
| IVOEX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS E) |
-2.25%
Mar 2017 – Mar 2020 |
1.83%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVOEX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS E) |
15.80%
Sep 2015 – Sep 2018 |
9.92%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart