Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYEFX (IVY ENERGY FUND CLASS R) | 18.66% | 42.86% | 12.39% | 13.75% | 0.95% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYEFX (IVY ENERGY FUND CLASS R) | 12/26/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.56 | 42.86 | 12.39 | 13.75 | 0.95 | NA | NA | … | … | 18.66 | 22.08 | -3.82 | -4.33 | 41.06 | 42.44 | -38.96 | 3.87 | -34.69 | -13.31 | 33.99 | -23.21 | -10.86 | 26.80 | 0.99 |
| Sharpe Ratio | NA | 3.05 | 0.59 | 0.51 | -0.01 | NA | NA | … | … | 3.14 | 1.20 | -0.70 | -0.53 | 1.24 | 1.36 | -0.61 | 0.09 | -1.20 | -0.58 | 1.02 | -0.89 | -0.52 | 1.62 | 4.16 |
| Standard Deviation(%) | NA | 13.18 | 15.54 | 21.76 | 31.36 | NA | NA | … | … | 14.85 | 16.25 | 14.78 | 16.33 | 32.02 | 31.12 | 63.99 | 28.55 | 30.08 | 24.08 | 33.11 | 26.09 | 20.87 | 16.52 | 31.12 |
| Draw Down(%) | NA | 4.64 | 22.82 | 30.90 | 81.63 | NA | NA | … | … | 3.63 | 16.00 | 12.78 | 18.79 | 26.11 | 20.22 | 68.35 | 31.18 | 46.62 | 34.15 | 18.51 | 33.36 | 31.14 | 8.60 | 1.49 |
| Yield(%) | 0.00 | 0.90 | 1.33 | 1.70 | 0.56 | 0.38 | 0.29 | … | … | 0.00 | 0.91 | 0.91 | 2.12 | 2.06 | 1.68 | 0.90 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYEFX (IVY ENERGY FUND CLASS R) |
-37.61%
Mar 2017 – Mar 2020 |
-25.51%
Mar 2015 – Mar 2020 |
-6.12%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYEFX (IVY ENERGY FUND CLASS R) |
46.95%
Mar 2020 – Mar 2023 |
25.31%
Oct 2020 – Oct 2025 |
3.18%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart