Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBJBX (IVY BOND FUND CLASS B) | NA | -2.15% | 3.86% | NA | NA | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 11/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBJBX (IVY BOND FUND CLASS B) | 11/10/2017 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.15 | 3.86 | NA | NA | NA | NA | … | … | 0.00 | -4.49 | 8.68 | 9.91 | -3.49 | 0.37 |
| Sharpe Ratio | NA | -0.56 | 0.57 | NA | NA | NA | NA | … | … | 0.00 | -0.93 | 1.04 | 2.04 | -1.61 | 0.80 |
| Standard Deviation(%) | NA | 4.71 | 5.93 | NA | NA | NA | NA | … | … | NA | 4.87 | 8.07 | 4.18 | 2.99 | 2.44 |
| Draw Down(%) | NA | 4.39 | 14.22 | NA | NA | NA | NA | … | … | 0.00 | 5.69 | 14.22 | 2.68 | 4.90 | 0.80 |
| Yield(%) | 0.00 | 0.00 | 2.37 | 1.65 | 0.83 | 0.55 | 0.41 | … | … | 0.00 | 0.00 | 5.69 | 1.01 | 1.00 | 0.37 |
Data as of 02/14/2022, Common starting date is 11/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBJBX (IVY BOND FUND CLASS B) |
3.97%
Jan 2019 – Jan 2022 |
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 |
|---|---|---|---|---|
| IBJBX (IVY BOND FUND CLASS B) |
5.57%
Jul 2018 – Jul 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart