Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBJYX (IVY BOND FUND CLASS Y) | NA | 1.97% | -5.09% | 1.29% | NA | NA | NA | … | … |
Data as of 11/27/2023, Common starting date is 10/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBJYX (IVY BOND FUND CLASS Y) | 10/17/2017 | 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 | 1.97 | -5.09 | 1.29 | NA | NA | NA | … | … | 2.60 | -16.16 | -1.03 | 10.39 | 11.93 | -1.89 | -0.02 |
| Sharpe Ratio | NA | -0.29 | -0.87 | -0.02 | NA | NA | NA | … | … | -0.19 | -1.91 | -0.16 | 1.25 | 2.59 | -1.12 | -0.33 |
| Standard Deviation(%) | NA | 7.89 | 7.87 | 7.33 | NA | NA | NA | … | … | 7.77 | 9.21 | 6.68 | 8.11 | 4.06 | 2.87 | 2.73 |
| Draw Down(%) | NA | 7.22 | 23.33 | 23.33 | NA | NA | NA | … | … | 7.22 | 20.78 | 4.89 | 14.20 | 2.55 | 3.58 | 0.67 |
| Yield(%) | 0.00 | 2.79 | 6.12 | 5.46 | 2.82 | 1.88 | 1.41 | … | … | 2.37 | 3.80 | 4.75 | 7.46 | 2.76 | 2.59 | 0.62 |
Data as of 11/27/2023, 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 |
|---|---|---|---|---|
| IBJYX (IVY BOND FUND CLASS Y) |
-5.29%
Sep 2020 – Sep 2023 |
0.11%
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 |
|---|---|---|---|---|
| IBJYX (IVY BOND FUND CLASS Y) |
7.59%
Jul 2018 – Jul 2021 |
1.46%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart