Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IAPRX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS A) | NA | -17.97% | -3.98% | -0.50% | NA | NA | NA | … | … |
Data as of 10/04/2022, Common starting date is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAPRX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS A) | 04/25/2017 | 10/04/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -17.97 | -3.98 | -0.50 | NA | NA | NA | … | … | -13.19 | -8.70 | 9.84 | 14.20 | -3.66 | 2.51 |
| Sharpe Ratio | NA | -1.96 | -0.50 | -0.18 | NA | NA | NA | … | … | -2.15 | -1.11 | 0.92 | 2.85 | -1.35 | 0.84 |
| Standard Deviation(%) | NA | 9.54 | 8.73 | 7.23 | NA | NA | NA | … | … | 8.40 | 7.82 | 10.37 | 4.50 | 3.71 | 3.52 |
| Draw Down(%) | NA | 22.27 | 22.86 | 22.86 | NA | NA | NA | … | … | 16.76 | 9.07 | 16.93 | 2.90 | 5.11 | 1.28 |
| Yield(%) | 0.00 | 1.61 | 3.02 | 2.89 | 1.49 | 1.00 | 0.75 | … | … | 0.93 | 2.02 | 5.22 | 2.95 | 2.78 | 0.59 |
Data as of 10/04/2022, Common starting date is 04/25/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAPRX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS A) |
-3.94%
Aug 2019 – Aug 2022 |
-0.74%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAPRX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS A) |
7.69%
Nov 2018 – Nov 2021 |
-0.13%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart