Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBJRX (IVY BOND FUND CLASS R) | NA | 9.92% | NA | NA | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 10/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBJRX (IVY BOND FUND CLASS R) | 10/17/2017 | 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 | 9.92 | NA | NA | NA | NA | NA | … | … | 5.29 | 11.52 | -2.20 | -0.06 |
| Sharpe Ratio | NA | 1.04 | NA | NA | NA | NA | NA | … | … | 1.01 | 2.46 | -1.17 | -0.42 |
| Standard Deviation(%) | NA | 8.30 | NA | NA | NA | NA | NA | … | … | 11.08 | 4.12 | 3.02 | 2.74 |
| Draw Down(%) | NA | 14.23 | NA | NA | NA | NA | NA | … | … | 14.23 | 2.59 | 3.83 | 0.70 |
| Yield(%) | 0.00 | 2.22 | 1.97 | 1.18 | 0.59 | 0.39 | 0.30 | … | … | 0.80 | 2.38 | 2.28 | 0.57 |
Data as of 06/19/2020, 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 |
|---|---|---|---|---|
| IBJRX (IVY BOND FUND CLASS R) |
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 |
|---|---|---|---|---|
| IBJRX (IVY BOND FUND CLASS R) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart