Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IATNX (IVY ACCUMULATIVE FUND CLASS N) | NA | -30.63% | 1.30% | 3.00% | NA | NA | NA | … | … |
Data as of 03/27/2023, Common starting date is 02/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IATNX (IVY ACCUMULATIVE FUND CLASS N) | 02/27/2018 | 03/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -30.63 | 1.30 | 3.00 | NA | NA | NA | … | … | 0.00 | -44.53 | -3.39 | 44.86 | 34.49 | -5.25 |
| Sharpe Ratio | NA | -0.82 | 0.01 | 0.06 | NA | NA | NA | … | … | 0.00 | -1.01 | -0.12 | 1.23 | 2.08 | -0.44 |
| Standard Deviation(%) | NA | 38.79 | 34.55 | 30.97 | NA | NA | NA | … | … | NA | 45.72 | 27.57 | 36.10 | 15.93 | 17.31 |
| Draw Down(%) | NA | 41.94 | 57.81 | 57.81 | NA | NA | NA | … | … | 0.00 | 51.97 | 23.50 | 32.89 | 8.54 | 20.26 |
| Yield(%) | 0.00 | 0.00 | 10.71 | 10.28 | 4.98 | 3.32 | 2.49 | … | … | 0.00 | 0.00 | 14.84 | 7.14 | 12.75 | 11.57 |
Data as of 03/27/2023, 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 |
|---|---|---|---|---|
| IATNX (IVY ACCUMULATIVE FUND CLASS N) |
-5.07%
Jan 2020 – Jan 2023 |
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 |
|---|---|---|---|---|
| IATNX (IVY ACCUMULATIVE FUND CLASS N) |
28.84%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart