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IEOIX: IVY EUROPEAN OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/10/2007 |
Last Dividend Date: | 12/14/2017 |
12-Mo. Yield | 1.41% |
Expenses | 1.19% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/10/2007 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -2.5 | 0.9 | 4.9 | 0.2 | -13.0 | 21.8 | -1.7 | 4.5 | -5.4 | 24.7 | 19.6 | -15.0 | 11.3 | 29.1 | -47.8 | 4.1 |
Sharpe Ratio | NA | -0.91 | 0.0 | 0.09 | 0.28 | -0.01 | -1.04 | 2.06 | -0.08 | 0.26 | -0.38 | 1.96 | 1.12 | -0.51 | 0.49 | 0.95 | -1.11 | 0.13 |
Draw Down(%) | NA | 20.2 | 20.2 | 22.8 | 30.5 | 63.3 | 20.2 | 3.0 | 15.8 | 13.8 | 15.6 | 7.2 | 14.0 | 28.6 | 20.4 | 27.2 | 57.3 | 15.8 |
Standard Deviation(%) | NA | 15.0 | 17.0 | 16.5 | 21.7 | 23.5 | 15.9 | 10.3 | 22.7 | 17.4 | 14.3 | 12.6 | 17.6 | 29.7 | 23.1 | 30.4 | 43.8 | 21.3 |
Treynor Ratio | NA | -0.13 | 0.0 | 0.02 | 0.07 | 0.0 | -0.16 | 0.2 | -0.02 | 0.05 | -0.05 | 0.29 | 0.23 | -0.16 | 0.13 | 0.33 | -0.51 | 0.03 |
Alpha | NA | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | 0.0 | 0.03 | 0.01 | 0.01 | 0.01 | -0.02 | 0.03 | 0.0 | -0.04 | -0.01 |
Beta | NA | 1.04 | 0.89 | 0.92 | 0.89 | 0.91 | 1.03 | 1.06 | 0.8 | 0.94 | 1.0 | 0.85 | 0.86 | 0.92 | 0.85 | 0.89 | 0.94 | 1.01 |
RSquared | NA | 0.78 | 0.63 | 0.71 | 0.86 | 0.88 | 0.78 | 0.82 | 0.53 | 0.85 | 0.83 | 0.86 | 0.9 | 0.95 | 0.87 | 0.94 | 0.95 | 0.9 |
Yield(%) | N/A | 1.4 | 1.6 | 1.6 | 3.0 | N/A | 0.0 | 1.7 | 1.7 | 1.5 | 2.2 | 0.9 | 1.1 | 1.0 | 0.4 | 2.5 | 7.3 | 11.2 |
Dividend Growth(%) | N/A | -2.3 | 21.9 | -40.6 | N/A | N/A | -100.0 | -2.1 | 14.3 | -36.4 | 187.0 | -4.2 | 0.0 | 140.0 | -77.8 | -83.9 | -40.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/2007
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