Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XIVHX (Ivy High Income Opportunities Fund) | NA | -8.05% | -9.49% | -7.69% | NA | NA | NA | … | … |
Data as of 03/14/2023, Common starting date is 05/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XIVHX (Ivy High Income Opportunities Fund) | 05/30/2013 | 03/14/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.19 | -8.05 | -9.49 | -7.69 | NA | NA | NA | … | … | -0.34 | -19.01 | -33.53 | 5.40 | -1.65 | 3.47 | 2.97 | 12.08 | -18.93 | -0.21 | 8.24 |
| Sharpe Ratio | NA | -1.35 | -0.47 | -0.43 | NA | NA | NA | … | … | -0.64 | -1.84 | -0.88 | 0.31 | -0.60 | 0.06 | 0.64 | 1.37 | -2.39 | -0.05 | 2.86 |
| Standard Deviation(%) | NA | 12.08 | 29.44 | 23.28 | NA | NA | NA | … | … | 12.72 | 11.15 | 53.29 | 16.68 | 5.08 | 33.88 | 3.65 | 8.62 | 7.92 | 4.16 | 5.00 |
| Draw Down(%) | NA | 18.56 | 50.65 | 50.65 | NA | NA | NA | … | … | 7.05 | 22.02 | 36.92 | 31.01 | 10.30 | 15.68 | 2.91 | 10.13 | 23.25 | 9.43 | 3.62 |
| Yield(%) | 0.00 | 7.18 | 8.22 | 6.89 | 4.79 | 3.19 | 2.39 | … | … | 2.05 | 6.02 | 6.31 | 7.59 | 8.83 | 7.59 | 3.10 | 0.00 | 0.70 | 9.89 | 4.47 |
Data as of 03/14/2023, Common starting date is 05/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XIVHX (Ivy High Income Opportunities Fund) |
-16.27%
Sep 2019 – Sep 2022 |
-8.74%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XIVHX (Ivy High Income Opportunities Fund) |
7.81%
Feb 2016 – Feb 2019 |
7.92%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart