Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IATCX (IVY ACCUMULATIVE FUND CLASS C) | NA | 17.82% | -11.21% | 2.81% | 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 |
|---|---|---|
| IATCX (IVY ACCUMULATIVE FUND CLASS C) | 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 | 17.82 | -11.21 | 2.81 | NA | NA | NA | … | … | 11.21 | 35.44 | -52.95 | 10.13 | 42.95 | 29.82 | -7.40 |
| Sharpe Ratio | NA | 1.06 | -0.20 | 0.02 | NA | NA | NA | … | … | 1.34 | 1.76 | -0.46 | 0.46 | 1.18 | 1.78 | -0.58 |
| Standard Deviation(%) | NA | 13.18 | 70.03 | 57.25 | NA | NA | NA | … | … | 12.95 | 17.94 | 118.89 | 21.74 | 36.10 | 15.94 | 17.35 |
| Draw Down(%) | NA | 10.49 | 58.51 | 58.51 | NA | NA | NA | … | … | 6.82 | 11.07 | 58.15 | 13.63 | 33.01 | 8.73 | 20.55 |
| Yield(%) | 0.00 | 0.00 | 12.82 | 14.20 | 8.47 | 5.65 | 4.23 | … | … | 0.00 | 0.00 | 27.50 | 17.93 | 8.13 | 12.32 | 12.00 |
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 |
|---|---|---|---|---|
| IATCX (IVY ACCUMULATIVE FUND CLASS C) |
-11.91%
Apr 2021 – Apr 2024 |
-0.34%
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 |
|---|---|---|---|---|
| IATCX (IVY ACCUMULATIVE FUND CLASS C) |
26.90%
Dec 2018 – Dec 2021 |
5.42%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart