Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IATIX (IVY ACCUMULATIVE FUND CLASS I) | NA | 18.64% | -9.69% | 4.34% | 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 |
|---|---|---|
| IATIX (IVY ACCUMULATIVE FUND CLASS I) | 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 | 18.64 | -9.69 | 4.34 | NA | NA | NA | … | … | 11.70 | 36.56 | -51.46 | 11.56 | 44.57 | 31.47 | -6.52 |
| Sharpe Ratio | NA | 1.14 | -0.23 | 0.06 | NA | NA | NA | … | … | 1.45 | 1.84 | -0.61 | 0.53 | 1.23 | 1.89 | -0.52 |
| Standard Deviation(%) | NA | 13.03 | 52.29 | 44.46 | NA | NA | NA | … | … | 12.68 | 17.71 | 87.28 | 21.70 | 36.00 | 15.91 | 17.27 |
| Draw Down(%) | NA | 10.11 | 56.34 | 56.34 | NA | NA | NA | … | … | 6.76 | 10.78 | 52.76 | 13.36 | 32.87 | 8.49 | 20.24 |
| Yield(%) | 0.00 | 0.00 | 10.22 | 11.96 | 7.41 | 4.94 | 3.70 | … | … | 0.00 | 0.00 | 20.71 | 14.67 | 7.02 | 10.26 | 11.32 |
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 |
|---|---|---|---|---|
| IATIX (IVY ACCUMULATIVE FUND CLASS I) |
-10.37%
Apr 2021 – Apr 2024 |
1.24%
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 |
|---|---|---|---|---|
| IATIX (IVY ACCUMULATIVE FUND CLASS I) |
28.47%
Dec 2018 – Dec 2021 |
7.04%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart