Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVORX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS R) | 5.96% | 11.29% | 11.81% | 5.69% | 9.08% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVORX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS R) | 10/02/2014 | 06/05/2026 |
| 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 (%) | -0.55 | 11.29 | 11.81 | 5.69 | 9.08 | NA | NA | … | … | 5.96 | 7.74 | 8.57 | 17.37 | -15.27 | 24.85 | 7.44 | 25.90 | -4.86 | 11.55 | 21.93 | -4.00 | 8.25 |
| Sharpe Ratio | NA | 0.78 | 0.62 | 0.19 | 0.40 | NA | NA | … | … | 0.98 | 0.27 | 0.39 | 0.88 | -0.69 | 1.69 | 0.18 | 1.89 | -0.44 | 1.33 | 1.50 | -0.29 | 2.84 |
| Standard Deviation(%) | NA | 13.01 | 15.16 | 17.39 | 19.16 | NA | NA | … | … | 14.51 | 17.98 | 12.62 | 15.78 | 24.14 | 14.70 | 39.03 | 12.89 | 14.25 | 8.22 | 14.51 | 14.06 | 13.40 |
| Draw Down(%) | NA | 9.54 | 19.89 | 22.24 | 41.18 | NA | NA | … | … | 9.54 | 17.46 | 7.87 | 13.13 | 22.24 | 6.53 | 41.18 | 6.86 | 18.65 | 5.12 | 8.81 | 12.34 | 4.83 |
| Yield(%) | 0.00 | 13.48 | 10.62 | 6.84 | 6.66 | 5.24 | 3.93 | … | … | 0.23 | 14.06 | 10.98 | 5.70 | 2.77 | 3.44 | 1.20 | 1.76 | 3.31 | 0.93 | 0.77 | 1.22 | 0.33 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| IVORX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS R) |
-2.75%
Mar 2017 – Mar 2020 |
1.33%
Mar 2015 – Mar 2020 |
7.94%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVORX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS R) |
19.15%
Mar 2020 – Mar 2023 |
15.30%
Mar 2020 – Mar 2025 |
10.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart