Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBIAX (IVY GLOBAL EQUITY INCOME FUND CLASS A) | NA | 15.54% | 5.42% | 8.62% | 6.37% | NA | NA | … | … |
Data as of 08/08/2024, Common starting date is 06/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBIAX (IVY GLOBAL EQUITY INCOME FUND CLASS A) | 06/05/2012 | 08/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.54 | 5.42 | 8.62 | 6.37 | NA | NA | … | … | 12.46 | 14.49 | -12.88 | 16.83 | 3.54 | 23.13 | -10.20 | 18.66 | 3.66 | -0.26 | 2.95 | 21.49 | 15.64 |
| Sharpe Ratio | NA | 1.04 | 0.06 | 0.18 | 0.19 | NA | NA | … | … | 1.56 | 0.93 | -0.19 | 1.41 | 0.10 | 2.11 | -0.82 | 2.66 | 0.25 | -0.02 | 0.29 | 2.11 | 2.58 |
| Standard Deviation(%) | NA | 11.30 | 44.30 | 37.64 | 28.02 | NA | NA | … | … | 11.41 | 11.10 | 75.30 | 11.96 | 32.53 | 10.30 | 14.16 | 6.82 | 13.83 | 14.51 | 10.16 | 10.16 | 11.28 |
| Draw Down(%) | NA | 9.82 | 41.70 | 41.70 | 41.70 | NA | NA | … | … | 5.10 | 12.77 | 41.70 | 6.37 | 35.54 | 6.93 | 19.01 | 2.31 | 8.70 | 12.84 | 10.98 | 7.58 | 6.11 |
| Yield(%) | 0.00 | 1.64 | 14.31 | 11.83 | 8.27 | 7.97 | 5.97 | … | … | 1.49 | 1.07 | 35.60 | 9.07 | 3.06 | 4.14 | 13.22 | 2.87 | 2.53 | 5.93 | 5.94 | 4.41 | 3.32 |
Data as of 08/08/2024, Common starting date is 06/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBIAX (IVY GLOBAL EQUITY INCOME FUND CLASS A) |
-1.48%
Mar 2017 – Mar 2020 |
-0.45%
Mar 2015 – Mar 2020 |
4.36%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBIAX (IVY GLOBAL EQUITY INCOME FUND CLASS A) |
15.41%
Mar 2020 – Mar 2023 |
9.74%
Oct 2016 – Oct 2021 |
6.86%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart