Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBNDX (IVY ADVANTUS BOND FUND CLASS N) | NA | 5.27% | -2.21% | 0.33% | 2.04% | NA | NA | … | … |
Data as of 08/08/2024, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBNDX (IVY ADVANTUS BOND FUND CLASS N) | 08/01/2014 | 08/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.27 | -2.21 | 0.33 | 2.04 | NA | NA | … | … | 0.93 | 6.41 | -12.45 | 0.05 | 7.14 | 9.22 | -0.34 | 5.57 | 4.29 | 0.16 | 1.35 |
| Sharpe Ratio | NA | 0.21 | -0.73 | -0.23 | 0.18 | NA | NA | … | … | -0.35 | 0.29 | -1.95 | 0.01 | 1.15 | 2.38 | -0.60 | 1.84 | 1.35 | 0.04 | 1.27 |
| Standard Deviation(%) | NA | 6.85 | 6.71 | 6.05 | 4.77 | NA | NA | … | … | 5.99 | 7.57 | 7.13 | 3.37 | 5.97 | 3.29 | 2.77 | 2.69 | 3.03 | 3.48 | 2.57 |
| Draw Down(%) | NA | 5.84 | 17.94 | 18.01 | 18.01 | NA | NA | … | … | 4.19 | 8.09 | 16.90 | 2.80 | 11.08 | 2.06 | 2.48 | 1.41 | 3.49 | 2.63 | 1.31 |
| Yield(%) | 0.00 | 4.32 | 3.36 | 3.67 | 3.39 | 2.27 | 1.70 | … | … | 2.29 | 4.53 | 3.27 | 2.47 | 4.93 | 4.19 | 3.35 | 3.23 | 2.55 | 2.91 | 0.97 |
Data as of 08/08/2024, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBNDX (IVY ADVANTUS BOND FUND CLASS N) |
-4.47%
Oct 2020 – Oct 2023 |
-0.19%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBNDX (IVY ADVANTUS BOND FUND CLASS N) |
6.00%
Jul 2018 – Jul 2021 |
5.12%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart