Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYBIX (IVY BALANCED FUND CLASS I) | 4.42% | 13.63% | 14.18% | 0.11% | 4.99% | 6.00% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYBIX (IVY BALANCED FUND CLASS I) | 04/10/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.06 | 13.63 | 14.18 | 0.11 | 4.99 | 6.00 | NA | … | … | 4.42 | 12.01 | 15.98 | 16.51 | -32.98 | 4.61 | 8.36 | 22.42 | -3.12 | 11.66 | 2.23 | -0.11 | 7.52 | 23.60 | 11.78 | 2.98 | 16.89 | 15.51 | -19.14 | 11.03 |
| Sharpe Ratio | NA | 1.59 | 1.22 | -0.11 | 0.25 | NA | NA | … | … | 1.29 | 0.84 | 1.39 | 1.36 | -1.16 | 0.32 | 0.36 | 2.50 | -0.40 | 2.07 | 0.23 | -0.01 | 0.86 | 2.66 | 1.26 | 0.18 | 1.22 | 0.96 | -0.98 | 1.10 |
| Standard Deviation(%) | NA | 9.07 | 9.94 | 16.69 | 14.81 | NA | NA | … | … | 11.22 | 10.88 | 8.87 | 9.56 | 29.70 | 14.33 | 22.61 | 8.39 | 11.20 | 5.34 | 8.61 | 10.89 | 8.75 | 8.86 | 9.41 | 16.45 | 13.76 | 16.04 | 20.53 | 11.29 |
| Draw Down(%) | NA | 7.39 | 10.81 | 40.30 | 40.30 | NA | NA | … | … | 7.39 | 10.55 | 4.40 | 8.55 | 33.58 | 12.67 | 25.57 | 5.21 | 13.22 | 2.81 | 9.68 | 9.94 | 6.84 | 4.64 | 6.95 | 14.37 | 11.32 | 15.55 | 26.59 | 4.73 |
| Yield(%) | 0.00 | 3.11 | 2.67 | 1.32 | 3.68 | 4.42 | 4.27 | … | … | 0.37 | 3.19 | 2.33 | 1.51 | 0.60 | 0.63 | 1.37 | 8.97 | 10.45 | 5.14 | 2.50 | 6.09 | 4.00 | 3.32 | 2.10 | 1.73 | 2.03 | 1.96 | 1.26 | 4.33 |
Data as of 06/05/2026, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYBIX (IVY BALANCED FUND CLASS I) |
-8.76%
Dec 2019 – Dec 2022 |
-2.29%
Sep 2018 – Sep 2023 |
1.71%
Oct 2013 – Oct 2023 |
3.66%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYBIX (IVY BALANCED FUND CLASS I) |
18.28%
Feb 2009 – Feb 2012 |
16.65%
Feb 2009 – Feb 2014 |
10.71%
Feb 2009 – Feb 2019 |
7.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart