Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVSBX (IVY GLOBAL BOND FUND CLASS B) | NA | -1.42% | 3.36% | 2.70% | 2.08% | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 04/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVSBX (IVY GLOBAL BOND FUND CLASS B) | 04/10/2008 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.42 | 3.36 | 2.70 | 2.08 | NA | NA | … | … | -1.07 | -2.86 | 7.32 | 6.86 | -1.13 | 4.12 | 7.37 | -4.41 | -1.37 | 1.00 | 6.05 | -0.09 | 5.02 | 11.22 | -5.46 |
| Sharpe Ratio | NA | -1.42 | 0.63 | 0.54 | 0.55 | NA | NA | … | … | -2.81 | -1.73 | 1.12 | 2.62 | -1.50 | 2.30 | 2.55 | -1.49 | -0.55 | 0.45 | 3.75 | -0.05 | 2.99 | 6.40 | -3.45 |
| Standard Deviation(%) | NA | 1.90 | 3.98 | 3.24 | 2.88 | NA | NA | … | … | 3.13 | 1.67 | 6.28 | 2.08 | 1.64 | 1.53 | 2.80 | 2.99 | 2.52 | 2.15 | 1.61 | 2.24 | 1.65 | 1.74 | 2.37 |
| Draw Down(%) | NA | 2.91 | 12.88 | 12.88 | 12.88 | NA | NA | … | … | 1.07 | 3.25 | 12.88 | 1.70 | 2.33 | 0.73 | 1.90 | 6.84 | 6.22 | 3.51 | 1.92 | 4.57 | 1.42 | 0.85 | 7.78 |
| Yield(%) | 0.00 | 1.37 | 1.64 | 1.72 | 2.05 | 2.08 | 1.56 | … | … | 0.00 | 1.55 | 1.92 | 1.31 | 2.34 | 1.37 | 1.55 | 2.10 | 2.59 | 2.84 | 3.77 | 3.40 | 3.00 | 1.88 | 1.81 |
Data as of 02/14/2022, 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 |
|---|---|---|---|---|
| IVSBX (IVY GLOBAL BOND FUND CLASS B) |
-2.15%
Jan 2013 – Jan 2016 |
-0.06%
Jan 2011 – Jan 2016 |
1.35%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVSBX (IVY GLOBAL BOND FUND CLASS B) |
6.04%
Oct 2008 – Oct 2011 |
5.03%
Oct 2008 – Oct 2013 |
2.85%
Mar 2009 – Mar 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart