Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBICX (IVY GLOBAL EQUITY INCOME FUND CLASS C) | NA | 14.77% | 4.59% | 7.78% | 5.62% | NA | NA | … | … |
Data as of 08/08/2024, Common starting date is 06/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBICX (IVY GLOBAL EQUITY INCOME FUND CLASS C) | 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 | 14.77 | 4.59 | 7.78 | 5.62 | NA | NA | … | … | 11.97 | 13.60 | -13.63 | 15.92 | 2.68 | 22.24 | -10.80 | 17.90 | 3.16 | -0.90 | 2.29 | 20.78 | 15.15 |
| Sharpe Ratio | NA | 0.97 | 0.05 | 0.16 | 0.16 | NA | NA | … | … | 1.49 | 0.85 | -0.20 | 1.33 | 0.07 | 2.01 | -0.86 | 2.51 | 0.21 | -0.06 | 0.22 | 2.04 | 2.50 |
| Standard Deviation(%) | NA | 11.29 | 44.54 | 37.84 | 28.15 | NA | NA | … | … | 11.37 | 11.04 | 75.75 | 11.99 | 32.66 | 10.35 | 14.14 | 6.93 | 13.78 | 14.51 | 10.12 | 10.16 | 11.27 |
| Draw Down(%) | NA | 9.93 | 41.90 | 41.90 | 41.90 | NA | NA | … | … | 5.10 | 13.07 | 41.90 | 6.54 | 35.63 | 7.02 | 19.50 | 2.39 | 8.78 | 13.06 | 11.07 | 7.66 | 6.11 |
| Yield(%) | 0.00 | 0.88 | 13.89 | 11.21 | 7.68 | 7.34 | 5.51 | … | … | 0.87 | 0.65 | 35.33 | 8.21 | 2.34 | 3.31 | 12.56 | 2.18 | 2.05 | 5.29 | 5.28 | 3.69 | 2.94 |
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 |
|---|---|---|---|---|
| IBICX (IVY GLOBAL EQUITY INCOME FUND CLASS C) |
-2.14%
Mar 2017 – Mar 2020 |
-1.07%
Mar 2015 – Mar 2020 |
3.63%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBICX (IVY GLOBAL EQUITY INCOME FUND CLASS C) |
14.45%
Mar 2020 – Mar 2023 |
8.96%
Oct 2016 – Oct 2021 |
6.10%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart