Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBOAX (IVY ADVANTUS BOND FUND CLASS A) | NA | 4.92% | -2.57% | -0.07% | 1.59% | 3.16% | 2.71% | … | … |
Data as of 08/08/2024, Common starting date is 08/28/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBOAX (IVY ADVANTUS BOND FUND CLASS A) | 08/28/1987 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.92 | -2.57 | -0.07 | 1.59 | 3.16 | 2.71 | … | … | 0.64 | 6.20 | -12.88 | -0.37 | 6.68 | 8.72 | -0.84 | 4.00 | 4.21 | -0.13 | 6.14 | -0.94 | 6.98 | 6.91 | 8.32 | 13.91 | -9.51 | 2.05 | 4.15 | 1.86 | 3.21 | 4.25 | 9.79 | 8.01 | 10.65 | -2.55 | 3.44 | 10.06 | 2.47 | 20.64 | -5.75 | 6.61 | 4.36 | 16.42 | 6.77 | 12.49 | 5.08 | 2.03 |
| Sharpe Ratio | NA | 0.16 | -0.78 | -0.29 | 0.09 | NA | NA | … | … | -0.44 | 0.26 | -2.00 | -0.12 | 1.08 | 2.25 | -0.80 | 1.26 | 1.33 | -0.05 | 2.41 | -0.30 | 2.95 | 1.86 | 2.22 | 3.11 | -1.85 | -0.23 | 0.28 | -0.10 | 0.56 | 0.80 | 2.12 | 1.09 | 1.46 | -1.19 | 0.02 | 1.45 | -0.18 | 3.21 | -1.35 | 0.90 | 0.44 | 3.26 | 0.38 | 1.59 | 0.10 | 1.25 |
| Standard Deviation(%) | NA | 6.88 | 6.72 | 6.04 | 4.75 | NA | NA | … | … | 5.97 | 7.60 | 7.15 | 3.34 | 5.95 | 3.26 | 2.71 | 2.69 | 3.00 | 3.45 | 2.54 | 3.27 | 2.36 | 3.70 | 3.71 | 4.45 | 5.61 | 4.06 | 3.12 | 3.14 | 4.08 | 4.42 | 4.09 | 5.30 | 4.48 | 4.84 | 5.39 | 4.50 | 5.79 | 5.23 | 6.47 | 5.02 | 4.40 | 3.87 | 3.91 | 4.26 | 4.03 | 1.54 |
| Draw Down(%) | NA | 5.90 | 18.40 | 18.49 | 18.49 | NA | NA | … | … | 4.24 | 8.35 | 17.26 | 2.86 | 11.08 | 2.06 | 2.65 | 1.41 | 3.58 | 2.91 | 1.31 | 5.21 | 1.05 | 1.66 | 3.03 | 2.39 | 12.90 | 2.12 | 2.06 | 2.57 | 4.78 | 4.78 | 2.37 | 3.80 | 3.51 | 4.86 | 5.07 | 2.71 | 5.70 | 2.43 | 9.14 | 6.48 | 3.81 | 1.39 | 2.93 | 2.90 | 2.81 | 0.00 |
| Yield(%) | 0.00 | 4.00 | 3.03 | 3.30 | 3.06 | 3.61 | 3.33 | … | … | 2.12 | 4.24 | 2.82 | 2.06 | 4.49 | 3.72 | 2.86 | 2.72 | 2.46 | 2.62 | 2.78 | 2.91 | 3.72 | 3.42 | 4.30 | 3.99 | 3.87 | 4.59 | 4.31 | 3.89 | 2.98 | 3.46 | 5.01 | 5.59 | 6.28 | 5.25 | 5.68 | 6.32 | 5.77 | 6.91 | 5.64 | 5.88 | 6.69 | 8.14 | 7.76 | 8.47 | 7.47 | 2.01 |
Data as of 08/08/2024, Common starting date is 08/28/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBOAX (IVY ADVANTUS BOND FUND CLASS A) |
-4.86%
Oct 2020 – Oct 2023 |
-0.65%
Oct 2017 – Oct 2022 |
0.95%
Oct 2012 – Oct 2022 |
2.29%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBOAX (IVY ADVANTUS BOND FUND CLASS A) |
12.40%
Aug 1990 – Aug 1993 |
10.65%
Aug 1988 – Aug 1993 |
7.86%
Sep 1988 – Sep 1998 |
7.26%
May 1988 – May 2003 |
Annualized Rolling Returns Comparison Chart