Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IASEX (IVY ASSET STRATEGY FUND CLASS E) | NA | -11.37% | 4.93% | 6.45% | 5.56% | 5.02% | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IASEX (IVY ASSET STRATEGY FUND CLASS E) | 04/05/2007 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.37 | 4.93 | 6.45 | 5.56 | 5.02 | NA | … | … | -13.86 | 2.11 | 13.53 | 21.93 | -5.39 | 18.55 | -5.41 | -8.44 | -5.02 | 24.28 | 19.28 | -7.71 | 9.97 | 23.91 | -26.10 | 34.28 |
| Sharpe Ratio | NA | -0.62 | 0.25 | 0.37 | 0.39 | NA | NA | … | … | -1.62 | 0.14 | 0.57 | 2.53 | -0.54 | 2.81 | -0.72 | -0.71 | -0.48 | 2.25 | 1.44 | -0.30 | 0.67 | 1.42 | -1.46 | 3.34 |
| Standard Deviation(%) | NA | 18.92 | 18.16 | 15.46 | 13.07 | NA | NA | … | … | 14.69 | 14.55 | 23.43 | 8.12 | 12.33 | 6.40 | 7.72 | 11.92 | 10.45 | 10.76 | 13.46 | 25.84 | 14.80 | 16.74 | 18.49 | 13.84 |
| Draw Down(%) | NA | 22.54 | 29.38 | 29.38 | 29.38 | NA | NA | … | … | 15.74 | 12.57 | 29.38 | 4.41 | 15.10 | 2.13 | 7.13 | 15.91 | 11.82 | 8.16 | 11.24 | 24.70 | 14.31 | 8.04 | 35.84 | 9.32 |
| Yield(%) | 0.00 | 10.45 | 7.26 | 8.24 | 6.97 | 5.71 | 4.72 | … | … | 0.47 | 11.84 | 3.03 | 6.74 | 15.87 | 3.54 | 0.00 | 5.57 | 15.45 | 0.53 | 2.89 | 1.12 | 0.41 | 0.55 | 8.45 | 1.24 |
Data as of 07/27/2022, Common starting date is 04/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IASEX (IVY ASSET STRATEGY FUND CLASS E) |
-6.30%
Dec 2013 – Dec 2016 |
-1.60%
Dec 2013 – Dec 2018 |
2.96%
Oct 2007 – Oct 2017 |
5.23%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IASEX (IVY ASSET STRATEGY FUND CLASS E) |
16.07%
Dec 2018 – Dec 2021 |
13.83%
Feb 2009 – Feb 2014 |
8.17%
Sep 2011 – Sep 2021 |
5.64%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison Chart