Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYHIX (IVY HIGH INCOME FUND CLASS R) | -1.50% | 4.26% | 5.88% | 2.39% | 4.39% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYHIX (IVY HIGH INCOME 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 (%) | -0.69 | 4.26 | 5.88 | 2.39 | 4.39 | NA | NA | … | … | -1.50 | 5.43 | 5.74 | 11.97 | -11.13 | 7.01 | 4.96 | 10.83 | -3.05 | 7.59 | 15.57 | -7.67 | -3.31 | 1.17 | 0.12 |
| Sharpe Ratio | NA | 0.76 | 0.68 | -0.02 | 0.45 | NA | NA | … | … | -1.12 | 0.53 | 0.42 | 1.16 | -1.48 | 1.97 | 0.38 | 2.51 | -1.20 | 2.50 | 3.37 | -1.90 | -1.27 | 0.45 | 4.80 |
| Standard Deviation(%) | NA | 4.05 | 5.18 | 6.15 | 6.26 | NA | NA | … | … | 4.01 | 4.87 | 5.05 | 7.23 | 8.52 | 3.56 | 12.43 | 3.73 | 3.71 | 2.79 | 4.55 | 4.05 | 2.62 | 2.54 | 2.15 |
| Draw Down(%) | NA | 3.06 | 6.45 | 16.52 | 24.09 | NA | NA | … | … | 3.06 | 5.33 | 2.45 | 5.79 | 16.52 | 1.89 | 24.09 | 2.16 | 7.24 | 1.84 | 5.71 | 11.55 | 6.65 | 3.85 | 0.12 |
| Yield(%) | 0.00 | 5.63 | 6.34 | 5.74 | 6.03 | 4.20 | 3.15 | … | … | 2.03 | 6.01 | 6.41 | 7.26 | 6.09 | 6.84 | 5.96 | 6.72 | 6.18 | 6.48 | 7.09 | 6.84 | 3.29 | 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 |
|---|---|---|---|---|
| IYHIX (IVY HIGH INCOME FUND CLASS R) |
-4.76%
Feb 2013 – Feb 2016 |
0.36%
Mar 2015 – Mar 2020 |
1.84%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYHIX (IVY HIGH INCOME FUND CLASS R) |
9.44%
Feb 2016 – Feb 2019 |
8.36%
Feb 2016 – Feb 2021 |
5.53%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart