Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IATLX (IVY ACCUMULATIVE FUND CLASS R) | NA | 13.28% | NA | NA | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 02/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IATLX (IVY ACCUMULATIVE FUND CLASS R) | 02/27/2018 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.88 | 13.28 | NA | NA | NA | NA | NA | … | … | 8.42 | 33.41 | -5.82 |
| Sharpe Ratio | NA | 0.37 | NA | NA | NA | NA | NA | … | … | 0.39 | 2.01 | -0.47 |
| Standard Deviation(%) | NA | 33.72 | NA | NA | NA | NA | NA | … | … | 46.80 | 15.94 | 17.40 |
| Draw Down(%) | NA | 32.95 | NA | NA | NA | NA | NA | … | … | 32.95 | 8.67 | 20.39 |
| Yield(%) | 0.00 | 8.23 | 7.20 | 4.32 | 2.16 | 1.44 | 1.08 | … | … | 0.00 | 12.75 | 10.97 |
Data as of 06/19/2020, Common starting date is 02/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IATLX (IVY ACCUMULATIVE FUND CLASS R) |
0.00%
NA |
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 |
|---|---|---|---|---|
| IATLX (IVY ACCUMULATIVE FUND CLASS R) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart