Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVSAX (IVY GLOBAL BOND FUND CLASS A) | 0.25% | 3.16% | 4.12% | 0.78% | 2.64% | 2.28% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVSAX (IVY GLOBAL BOND FUND CLASS A) | 04/10/2008 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 3.16 | 4.12 | 0.78 | 2.64 | 2.28 | NA | … | … | 0.25 | 4.42 | 2.80 | 6.82 | -9.04 | -1.08 | 7.98 | 7.65 | -0.36 | 4.80 | 8.16 | -3.59 | -0.64 | 1.66 | 6.96 | 0.67 | 5.74 | 12.05 | -4.97 |
| Sharpe Ratio | NA | 0.18 | 0.24 | -0.44 | 0.28 | NA | NA | … | … | -0.57 | 0.52 | -0.23 | 0.63 | -2.00 | -0.70 | 1.23 | 2.90 | -1.07 | 2.63 | 2.83 | -1.22 | -0.26 | 0.75 | 4.28 | 0.29 | 3.61 | 6.90 | -3.02 |
| Standard Deviation(%) | NA | 2.82 | 3.60 | 4.01 | 3.67 | NA | NA | … | … | 3.37 | 2.96 | 3.49 | 5.05 | 5.26 | 1.57 | 6.26 | 2.13 | 1.63 | 1.58 | 2.81 | 2.97 | 2.52 | 2.17 | 1.62 | 2.17 | 1.57 | 1.73 | 2.49 |
| Draw Down(%) | NA | 2.40 | 3.46 | 15.06 | 15.06 | NA | NA | … | … | 2.40 | 1.73 | 2.31 | 4.67 | 13.59 | 2.17 | 12.82 | 1.68 | 1.82 | 0.62 | 1.95 | 6.53 | 6.00 | 3.37 | 1.96 | 4.49 | 1.35 | 0.85 | 7.67 |
| Yield(%) | 0.00 | 3.14 | 3.29 | 2.77 | 2.80 | 2.85 | 2.70 | … | … | 0.68 | 3.71 | 3.50 | 2.73 | 2.89 | 2.55 | 2.64 | 2.08 | 3.00 | 2.14 | 2.32 | 2.84 | 3.34 | 3.58 | 4.53 | 4.14 | 3.69 | 2.66 | 2.29 |
Data as of 06/05/2026, Common starting date is 04/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVSAX (IVY GLOBAL BOND FUND CLASS A) |
-2.67%
Oct 2020 – Oct 2023 |
0.13%
Oct 2017 – Oct 2022 |
1.15%
Oct 2012 – Oct 2022 |
2.27%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVSAX (IVY GLOBAL BOND FUND CLASS A) |
6.80%
Oct 2008 – Oct 2011 |
5.79%
Oct 2008 – Oct 2013 |
3.61%
Mar 2009 – Mar 2019 |
3.04%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart