Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBJAX (IVY BOND FUND CLASS A) | NA | 1.93% | -5.14% | 1.24% | NA | NA | NA | … | … |
Data as of 11/27/2023, Common starting date is 10/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBJAX (IVY BOND FUND CLASS A) | 10/18/2017 | 11/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.93 | -5.14 | 1.24 | NA | NA | NA | … | … | 2.58 | -16.25 | -1.18 | 10.49 | 11.63 | -1.79 | 0.14 |
| Sharpe Ratio | NA | -0.30 | -0.88 | -0.02 | NA | NA | NA | … | … | -0.19 | -1.93 | -0.18 | 1.27 | 2.45 | -0.98 | -0.04 |
| Standard Deviation(%) | NA | 7.89 | 7.86 | 7.34 | NA | NA | NA | … | … | 7.78 | 9.16 | 6.71 | 8.06 | 4.18 | 3.17 | 2.63 |
| Draw Down(%) | NA | 7.23 | 23.32 | 23.32 | NA | NA | NA | … | … | 7.23 | 20.77 | 5.03 | 14.06 | 2.71 | 3.65 | 0.67 |
| Yield(%) | 0.00 | 2.75 | 6.05 | 5.37 | 2.78 | 1.85 | 1.39 | … | … | 2.35 | 3.61 | 4.75 | 7.40 | 2.66 | 2.52 | 0.62 |
Data as of 11/27/2023, Common starting date is 10/18/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBJAX (IVY BOND FUND CLASS A) |
-5.32%
Sep 2020 – Sep 2023 |
0.05%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBJAX (IVY BOND FUND CLASS A) |
7.53%
Jul 2018 – Jul 2021 |
1.40%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart