Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBJNX (IVY BOND FUND CLASS N) | NA | -12.96% | 0.03% | NA | NA | NA | NA | … | … |
Data as of 07/27/2022, Common starting date is 10/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBJNX (IVY BOND FUND CLASS N) | 10/17/2017 | 07/27/2022 |
| 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 | -12.96 | 0.03 | NA | NA | NA | NA | … | … | -11.85 | -5.06 | 10.81 | 12.17 | -1.30 | 0.05 |
| Sharpe Ratio | NA | -1.71 | -0.05 | NA | NA | NA | NA | … | … | -2.88 | -0.88 | 1.29 | 2.64 | -0.87 | -0.25 |
| Standard Deviation(%) | NA | 7.80 | 7.11 | NA | NA | NA | NA | … | … | 7.17 | 5.79 | 8.14 | 4.07 | 3.02 | 2.47 |
| Draw Down(%) | NA | 16.41 | 16.41 | NA | NA | NA | NA | … | … | 13.62 | 5.85 | 14.16 | 2.68 | 3.35 | 0.64 |
| Yield(%) | 0.00 | 4.73 | 5.25 | 4.22 | 2.11 | 1.41 | 1.06 | … | … | 0.80 | 5.15 | 7.86 | 3.16 | 3.01 | 0.68 |
Data as of 07/27/2022, Common starting date is 10/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBJNX (IVY BOND FUND CLASS N) |
0.15%
Jun 2019 – Jun 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 |
|---|---|---|---|---|
| IBJNX (IVY BOND FUND CLASS N) |
8.03%
Jul 2018 – Jul 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart