Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBJIX (IVY BOND FUND CLASS I) | NA | 2.42% | -4.83% | 1.58% | 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 |
|---|---|---|
| IBJIX (IVY BOND FUND CLASS I) | 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 | 2.42 | -4.83 | 1.58 | NA | NA | NA | … | … | 3.02 | -15.92 | -0.94 | 10.64 | 12.16 | -1.47 | 0.19 |
| Sharpe Ratio | NA | -0.24 | -0.84 | 0.02 | NA | NA | NA | … | … | -0.13 | -1.92 | -0.14 | 1.29 | 2.60 | -0.89 | 0.05 |
| Standard Deviation(%) | NA | 7.90 | 7.84 | 7.32 | NA | NA | NA | … | … | 7.79 | 9.05 | 6.79 | 8.06 | 4.13 | 3.11 | 2.56 |
| Draw Down(%) | NA | 6.98 | 23.19 | 23.19 | NA | NA | NA | … | … | 6.98 | 20.51 | 4.97 | 14.03 | 2.68 | 3.41 | 0.66 |
| Yield(%) | 0.00 | 3.00 | 6.40 | 5.77 | 3.00 | 2.00 | 1.50 | … | … | 2.56 | 4.03 | 5.00 | 7.70 | 2.99 | 2.84 | 0.67 |
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 |
|---|---|---|---|---|
| IBJIX (IVY BOND FUND CLASS I) |
-5.03%
Sep 2020 – Sep 2023 |
0.37%
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 |
|---|---|---|---|---|
| IBJIX (IVY BOND FUND CLASS I) |
7.86%
Jul 2018 – Jul 2021 |
1.72%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart