Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYGBX (IVY GLOBAL INCOME ALLOCATION FUND CLASS R) | NA | -2.24% | 3.74% | 1.69% | NA | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYGBX (IVY GLOBAL INCOME ALLOCATION FUND CLASS R) | 12/26/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | -2.24 | 3.74 | 1.69 | NA | NA | NA | … | … | -3.85 | 13.45 | 5.17 | -3.17 | -1.09 | 6.69 | 0.35 |
| Sharpe Ratio | NA | -0.48 | 0.38 | 0.16 | NA | NA | NA | … | … | -0.77 | 2.63 | 0.47 | -0.32 | -0.15 | 0.84 | 3.82 |
| Standard Deviation(%) | NA | 7.17 | 8.10 | 8.37 | NA | NA | NA | … | … | 7.61 | 4.89 | 10.53 | 10.13 | 7.50 | 7.88 | 8.91 |
| Draw Down(%) | NA | 8.17 | 11.27 | 17.74 | NA | NA | NA | … | … | 8.17 | 1.82 | 8.78 | 13.30 | 9.09 | 9.19 | 0.42 |
| Yield(%) | 0.00 | 3.55 | 3.46 | 2.68 | 1.45 | 0.97 | 0.72 | … | … | 2.39 | 3.66 | 2.82 | 3.92 | 1.33 | 0.00 | 0.00 |
Data as of 11/02/2018, 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 |
|---|---|---|---|---|
| IYGBX (IVY GLOBAL INCOME ALLOCATION FUND CLASS R) |
-1.55%
Feb 2013 – Feb 2016 |
1.52%
Oct 2013 – Oct 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYGBX (IVY GLOBAL INCOME ALLOCATION FUND CLASS R) |
7.28%
Sep 2015 – Sep 2018 |
4.01%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart