Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMBYX (IVY MUNICIPAL BOND FUND CLASS Y) | NA | 5.26% | 3.17% | 4.39% | NA | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 10/20/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMBYX (IVY MUNICIPAL BOND FUND CLASS Y) | 10/20/2009 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 5.26 | 3.17 | 4.39 | NA | NA | NA | … | … | 0.87 | 7.09 | -3.25 | 7.42 | 10.02 | 0.84 | -0.45 |
| Sharpe Ratio | NA | 2.52 | 1.37 | 1.69 | NA | NA | NA | … | … | 1.97 | 3.59 | -1.19 | 3.48 | 3.61 | 0.27 | -1.54 |
| Standard Deviation(%) | NA | 2.09 | 2.30 | 2.57 | NA | NA | NA | … | … | 1.88 | 2.05 | 2.77 | 2.14 | 2.77 | 2.81 | 1.48 |
| Draw Down(%) | NA | 1.19 | 6.78 | 6.78 | NA | NA | NA | … | … | 1.19 | 1.03 | 6.78 | 1.61 | 2.53 | 5.51 | 0.72 |
| Yield(%) | 0.00 | 2.41 | 2.70 | 2.87 | 1.43 | 0.96 | 0.72 | … | … | 0.54 | 2.40 | 2.69 | 3.07 | 3.92 | 1.24 | 0.00 |
Data as of 03/30/2015, Common starting date is 10/20/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMBYX (IVY MUNICIPAL BOND FUND CLASS Y) |
2.60%
Aug 2010 – Aug 2013 |
4.20%
Nov 2009 – Nov 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMBYX (IVY MUNICIPAL BOND FUND CLASS Y) |
6.34%
Nov 2009 – Nov 2012 |
4.54%
Jan 2010 – Jan 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart