Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBJCX (IVY BOND FUND CLASS C) | NA | 0.92% | -6.16% | 0.23% | 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 |
|---|---|---|
| IBJCX (IVY BOND FUND CLASS C) | 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 | 0.92 | -6.16 | 0.23 | NA | NA | NA | … | … | 1.66 | -17.41 | -1.91 | 9.38 | 10.68 | -2.85 | -0.03 |
| Sharpe Ratio | NA | -0.43 | -1.01 | -0.16 | NA | NA | NA | … | … | -0.33 | -2.05 | -0.29 | 1.13 | 2.19 | -1.43 | -0.38 |
| Standard Deviation(%) | NA | 7.78 | 7.83 | 7.32 | NA | NA | NA | … | … | 7.68 | 9.21 | 6.64 | 8.04 | 4.23 | 2.92 | 2.59 |
| Draw Down(%) | NA | 7.76 | 24.21 | 24.21 | NA | NA | NA | … | … | 7.76 | 21.68 | 5.10 | 14.14 | 2.64 | 4.37 | 0.83 |
| Yield(%) | 0.00 | 1.96 | 4.81 | 4.11 | 2.09 | 1.39 | 1.04 | … | … | 1.73 | 1.99 | 3.89 | 6.50 | 1.74 | 1.64 | 0.45 |
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 |
|---|---|---|---|---|
| IBJCX (IVY BOND FUND CLASS C) |
-6.32%
Sep 2020 – Sep 2023 |
-0.96%
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 |
|---|---|---|---|---|
| IBJCX (IVY BOND FUND CLASS C) |
6.62%
Jul 2018 – Jul 2021 |
0.43%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart