Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYEAX (IVY TAX-MANAGED EQUITY FUND CLASS A) | NA | 7.68% | 9.30% | 10.97% | NA | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 05/19/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYEAX (IVY TAX-MANAGED EQUITY FUND CLASS A) | 05/19/2009 | 11/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.35 | 7.68 | 9.30 | 10.97 | NA | NA | NA | … | … | 4.46 | 30.03 | -2.20 | 7.77 | 11.52 | 33.91 | 13.55 | -1.88 | 12.39 | 19.24 |
| Sharpe Ratio | NA | 0.37 | 0.60 | 0.73 | NA | NA | NA | … | … | 0.22 | 3.46 | -0.16 | 0.50 | 0.82 | 2.77 | 1.00 | -0.08 | 0.69 | 2.10 |
| Standard Deviation(%) | NA | 17.60 | 14.42 | 14.52 | NA | NA | NA | … | … | 18.55 | 8.53 | 14.61 | 15.64 | 14.06 | 12.24 | 13.65 | 24.32 | 17.78 | 15.48 |
| Draw Down(%) | NA | 12.86 | 16.62 | 17.87 | NA | NA | NA | … | … | 12.86 | 3.09 | 14.59 | 12.47 | 8.50 | 7.33 | 10.63 | 18.72 | 16.24 | 6.83 |
| Yield(%) | 0.00 | 0.00 | 0.83 | 1.64 | 1.61 | 1.07 | 0.80 | … | … | 0.00 | 0.78 | 0.00 | 1.93 | 2.22 | 3.54 | 0.47 | 0.00 | 0.00 | 0.00 |
Data as of 11/02/2018, Common starting date is 05/19/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYEAX (IVY TAX-MANAGED EQUITY FUND CLASS A) |
5.54%
Dec 2013 – Dec 2016 |
9.29%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYEAX (IVY TAX-MANAGED EQUITY FUND CLASS A) |
21.06%
Sep 2011 – Sep 2014 |
17.21%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart