Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WRAXX (Ivy Funds – Ivy Government Money Market Fund) NA -26,582,770.20% nan% nan% nan% nan% nan%
Data as of 05/18/2023, Common starting date is 11/22/2000
More Performance Analytics Comparison
Name Start Date End Date
WRAXX (Ivy Funds – Ivy Government Money Market Fund) 11/22/2000 05/18/2023
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -26,582,770.20 nan nan nan nan nan
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 5,748.85 3,334.67 19.59 504.55 3.06 5.54
Data as of 05/18/2023, Common starting date is 11/22/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WRAXX (Ivy Funds – Ivy Government Money Market Fund) -86.91%
Jun 2019 – Jun 2022
-66.28%
Aug 2006 – Aug 2011
-45.63%
Mar 2007 – Mar 2017
-37.85%
Jun 2007 – Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WRAXX (Ivy Funds – Ivy Government Money Market Fund) 338.03%
Nov 2015 – Nov 2018
142.61%
Nov 2013 – Nov 2018
48.50%
Apr 2012 – Apr 2022
17.39%
Feb 2004 – Feb 2019
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return