Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IATAX (IVY ACCUMULATIVE FUND CLASS A) | NA | 18.45% | -9.94% | 4.10% | NA | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 02/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IATAX (IVY ACCUMULATIVE FUND CLASS A) | 02/26/2018 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.45 | -9.94 | 4.10 | NA | NA | NA | … | … | 11.72 | 36.16 | -51.51 | 10.91 | 44.54 | 31.09 | -6.72 |
| Sharpe Ratio | NA | 1.11 | -0.24 | 0.05 | NA | NA | NA | … | … | 1.42 | 1.81 | -0.60 | 0.50 | 1.23 | 1.86 | -0.53 |
| Standard Deviation(%) | NA | 13.13 | 52.83 | 44.83 | NA | NA | NA | … | … | 12.98 | 17.79 | 88.23 | 21.69 | 35.86 | 15.92 | 17.34 |
| Draw Down(%) | NA | 10.23 | 56.50 | 56.50 | NA | NA | NA | … | … | 6.66 | 10.92 | 52.72 | 13.45 | 32.92 | 8.65 | 20.35 |
| Yield(%) | 0.00 | 0.00 | 10.32 | 12.01 | 7.41 | 4.94 | 3.71 | … | … | 0.00 | 0.00 | 21.00 | 14.76 | 6.99 | 10.32 | 11.14 |
Data as of 07/23/2024, Common starting date is 02/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IATAX (IVY ACCUMULATIVE FUND CLASS A) |
-10.66%
Apr 2021 – Apr 2024 |
0.96%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IATAX (IVY ACCUMULATIVE FUND CLASS A) |
28.09%
Dec 2018 – Dec 2021 |
6.77%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart