Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYINX (IVY MUNICIPAL HIGH INCOME FUND CLASS N) | NA | 2.46% | -2.20% | 0.39% | NA | NA | NA | … | … |
Data as of 10/19/2023, Common starting date is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYINX (IVY MUNICIPAL HIGH INCOME FUND CLASS N) | 07/06/2017 | 10/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.46 | -2.20 | 0.39 | NA | NA | NA | … | … | -0.74 | -13.48 | 5.92 | 4.41 | 6.06 | 2.04 | -38.82 |
| Sharpe Ratio | NA | -0.26 | -0.73 | -0.17 | NA | NA | NA | … | … | -0.98 | -2.05 | 2.80 | 0.52 | 2.23 | 0.35 | -0.91 |
| Standard Deviation(%) | NA | 5.93 | 5.22 | 5.47 | NA | NA | NA | … | … | 5.31 | 7.29 | 2.10 | 7.93 | 2.09 | 2.06 | 70.45 |
| Draw Down(%) | NA | 6.00 | 18.59 | 18.59 | NA | NA | NA | … | … | 6.00 | 18.59 | 1.76 | 11.63 | 1.37 | 1.39 | 39.83 |
| Yield(%) | 0.00 | 4.45 | 4.17 | 4.17 | 1.53 | 1.02 | 0.76 | … | … | 3.10 | 4.37 | 4.23 | 3.88 | 4.15 | 4.74 | 0.89 |
Data as of 10/19/2023, Common starting date is 07/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYINX (IVY MUNICIPAL HIGH INCOME FUND CLASS N) |
-2.87%
Oct 2019 – Oct 2022 |
-0.03%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYINX (IVY MUNICIPAL HIGH INCOME FUND CLASS N) |
5.50%
Nov 2018 – Nov 2021 |
1.73%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart