Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYGOX (IVY GLOBAL BOND FUND CLASS R) | -0.24% | 2.61% | 3.73% | 0.39% | 2.19% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYGOX (IVY GLOBAL BOND 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 (%) | -0.43 | 2.61 | 3.73 | 0.39 | 2.19 | NA | NA | … | … | -0.24 | 1.71 | 2.50 | 6.61 | -9.41 | -1.56 | 7.46 | 7.17 | -0.93 | 4.39 | 7.53 | -4.17 | -2.73 | -1.96 | 0.10 |
| Sharpe Ratio | NA | -0.01 | 0.13 | -0.53 | 0.15 | NA | NA | … | … | -0.89 | -0.35 | -1.16 | 0.47 | -2.06 | -0.97 | 1.16 | 2.83 | -1.32 | 2.49 | 2.59 | -1.41 | -1.11 | -0.85 | 9.52 |
| Standard Deviation(%) | NA | 2.85 | 3.62 | 4.03 | 3.67 | NA | NA | … | … | 3.46 | 3.34 | 3.54 | 5.05 | 5.25 | 1.64 | 6.23 | 2.04 | 1.71 | 1.52 | 2.82 | 2.98 | 2.46 | 2.35 | 0.90 |
| Draw Down(%) | NA | 2.68 | 3.53 | 15.50 | 15.50 | NA | NA | … | … | 2.68 | 2.45 | 2.33 | 4.78 | 13.90 | 2.28 | 12.79 | 1.76 | 2.16 | 0.72 | 1.98 | 6.72 | 6.68 | 4.28 | 0.00 |
| Yield(%) | 0.00 | 2.90 | 3.07 | 2.52 | 2.40 | 1.72 | 1.29 | … | … | 0.60 | 3.47 | 3.32 | 2.53 | 2.53 | 2.08 | 2.14 | 1.61 | 2.54 | 1.63 | 1.69 | 2.35 | 1.09 | 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 |
|---|---|---|---|---|
| IYGOX (IVY GLOBAL BOND FUND CLASS R) |
-3.43%
Jan 2013 – Jan 2016 |
-0.34%
Oct 2017 – Oct 2022 |
0.35%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYGOX (IVY GLOBAL BOND FUND CLASS R) |
5.64%
Oct 2022 – Oct 2025 |
5.18%
Jan 2016 – Jan 2021 |
2.86%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart