Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBJEX (IVY BOND FUND CLASS E) | NA | 10.47% | NA | NA | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 11/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBJEX (IVY BOND FUND CLASS E) | 11/10/2017 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 10.47 | NA | NA | NA | NA | NA | … | … | 6.01 | 12.09 | -1.73 | 0.50 |
| Sharpe Ratio | NA | 1.14 | NA | NA | NA | NA | NA | … | … | 1.15 | 2.55 | -1.07 | 1.20 |
| Standard Deviation(%) | NA | 8.41 | NA | NA | NA | NA | NA | … | … | 11.20 | 4.20 | 2.85 | 2.48 |
| Draw Down(%) | NA | 14.19 | NA | NA | NA | NA | NA | … | … | 14.19 | 2.55 | 3.45 | 0.64 |
| Yield(%) | 0.00 | 2.74 | 2.42 | 1.45 | 0.73 | 0.48 | 0.36 | … | … | 1.04 | 2.91 | 2.75 | 0.66 |
Data as of 06/19/2020, 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 |
|---|---|---|---|---|
| IBJEX (IVY BOND FUND CLASS E) |
0.00%
NA |
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 |
|---|---|---|---|---|
| IBJEX (IVY BOND FUND CLASS E) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart