Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYIYX (IVY MUNICIPAL HIGH INCOME FUND CLASS Y) | NA | 2.24% | -2.46% | 0.11% | 2.37% | NA | NA | … | … |
Data as of 10/19/2023, Common starting date is 10/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYIYX (IVY MUNICIPAL HIGH INCOME FUND CLASS Y) | 10/09/2009 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.24 | -2.46 | 0.11 | 2.37 | NA | NA | … | … | -0.89 | -13.78 | 5.67 | 4.12 | 5.75 | 1.71 | 4.23 | 0.35 | 4.57 | 14.02 | -6.17 | 11.56 | 10.19 | 4.54 | -0.63 |
| Sharpe Ratio | NA | -0.30 | -0.78 | -0.23 | 0.36 | NA | NA | … | … | -1.01 | -2.09 | 2.76 | 0.49 | 2.13 | 0.20 | 1.61 | 0.05 | 2.07 | 5.99 | -1.50 | 5.29 | 3.60 | 1.42 | -1.30 |
| Standard Deviation(%) | NA | 5.91 | 5.20 | 5.45 | 4.20 | NA | NA | … | … | 5.30 | 7.27 | 2.04 | 7.92 | 2.04 | 2.00 | 2.25 | 2.83 | 2.19 | 2.34 | 4.14 | 2.19 | 2.83 | 3.14 | 2.14 |
| Draw Down(%) | NA | 6.13 | 18.83 | 18.83 | 18.83 | NA | NA | … | … | 6.13 | 18.83 | 1.76 | 11.63 | 1.37 | 1.45 | 1.36 | 5.28 | 1.57 | 1.36 | 10.47 | 1.45 | 2.89 | 5.33 | 1.68 |
| Yield(%) | 0.00 | 4.24 | 3.91 | 3.90 | 4.30 | 4.00 | 3.00 | … | … | 2.95 | 4.06 | 3.99 | 3.60 | 3.85 | 4.42 | 4.16 | 3.82 | 4.46 | 5.33 | 4.45 | 4.31 | 4.74 | 2.70 | 0.00 |
Data as of 10/19/2023, Common starting date is 10/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYIYX (IVY MUNICIPAL HIGH INCOME FUND CLASS Y) |
-3.17%
Oct 2019 – Oct 2022 |
-0.33%
Oct 2017 – Oct 2022 |
1.35%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYIYX (IVY MUNICIPAL HIGH INCOME FUND CLASS Y) |
9.38%
Nov 2009 – Nov 2012 |
6.90%
Jan 2011 – Jan 2016 |
5.09%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart