Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IATBX (IVY ACCUMULATIVE FUND CLASS B) | NA | -0.33% | 21.59% | NA | NA | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 02/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IATBX (IVY ACCUMULATIVE FUND CLASS B) | 02/26/2018 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.33 | 21.59 | NA | NA | NA | NA | … | … | 0.00 | 9.97 | 42.77 | 29.52 | -7.66 |
| Sharpe Ratio | NA | -0.01 | 0.83 | NA | NA | NA | NA | … | … | 0.00 | 0.48 | 1.17 | 1.77 | -0.60 |
| Standard Deviation(%) | NA | 19.18 | 25.37 | NA | NA | NA | NA | … | … | NA | 20.79 | 36.04 | 15.88 | 17.37 |
| Draw Down(%) | NA | 13.64 | 32.92 | NA | NA | NA | NA | … | … | 0.00 | 13.64 | 32.92 | 8.87 | 20.52 |
| Yield(%) | 0.00 | 0.00 | 6.62 | 6.04 | 3.02 | 2.01 | 1.51 | … | … | 0.00 | 0.00 | 8.35 | 12.68 | 11.99 |
Data as of 02/14/2022, 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 |
|---|---|---|---|---|
| IATBX (IVY ACCUMULATIVE FUND CLASS B) |
19.49%
Sep 2018 – Sep 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IATBX (IVY ACCUMULATIVE FUND CLASS B) |
26.69%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart