Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVTBX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS B) | NA | -1.51% | 10.82% | 7.46% | 5.78% | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 04/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVTBX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS B) | 04/13/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.51 | 10.82 | 7.46 | 5.78 | NA | NA | … | … | 0.00 | 7.01 | 14.11 | 20.27 | -17.30 | 24.00 | 0.13 | -2.58 | -1.06 | 14.94 | 15.45 | -16.14 | 11.02 | 36.60 | -40.92 | 9.55 |
| Sharpe Ratio | NA | -0.05 | 0.50 | 0.38 | 0.34 | NA | NA | … | … | 0.00 | 0.52 | 0.44 | 1.61 | -1.23 | 2.98 | 0.00 | -0.18 | -0.10 | 1.34 | 1.09 | -0.69 | 0.59 | 1.44 | -1.18 | 0.61 |
| Standard Deviation(%) | NA | 12.09 | 20.65 | 17.86 | 15.82 | NA | NA | … | … | NA | 13.45 | 31.42 | 11.72 | 15.21 | 7.88 | 16.33 | 14.75 | 10.75 | 11.12 | 14.30 | 23.45 | 18.59 | 25.36 | 35.39 | 17.62 |
| Draw Down(%) | NA | 8.45 | 36.62 | 40.48 | 40.48 | NA | NA | … | … | 0.00 | 8.45 | 36.62 | 8.79 | 26.00 | 3.01 | 14.36 | 18.39 | 11.18 | 11.44 | 14.95 | 27.58 | 16.28 | 22.28 | 51.41 | 11.89 |
| Yield(%) | 0.00 | 0.00 | 2.30 | 3.10 | 2.17 | 1.66 | 1.25 | … | … | 0.00 | 0.00 | 0.42 | 7.01 | 5.74 | 2.25 | 0.46 | 0.24 | 0.81 | 0.62 | 0.88 | 0.87 | 0.01 | 0.00 | 3.46 | 2.65 |
Data as of 02/14/2022, Common starting date is 04/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTBX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS B) |
-8.64%
Jun 2007 – Jun 2010 |
-4.83%
Oct 2007 – Oct 2012 |
0.79%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTBX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS B) |
19.82%
Feb 2009 – Feb 2012 |
15.13%
Feb 2009 – Feb 2014 |
8.17%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart