Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBOCX (IVY ADVANTUS BOND FUND CLASS C) | NA | 4.20% | -3.30% | -0.81% | 0.94% | 2.46% | 1.98% | … | … |
Data as of 08/08/2024, Common starting date is 12/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBOCX (IVY ADVANTUS BOND FUND CLASS C) | 12/22/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.20 | -3.30 | -0.81 | 0.94 | 2.46 | 1.98 | … | … | 0.27 | 5.41 | -13.69 | -0.97 | 5.87 | 7.91 | -1.52 | 4.31 | 3.48 | -0.95 | 5.24 | -1.72 | 6.23 | 6.10 | 7.56 | 13.10 | -10.23 | 1.22 | 3.19 | 0.72 | 1.61 | -0.37 |
| Sharpe Ratio | NA | 0.06 | -0.89 | -0.42 | -0.05 | NA | NA | … | … | -0.54 | 0.16 | -2.12 | -0.30 | 0.95 | 2.02 | -1.08 | 1.42 | 1.11 | -0.29 | 2.10 | -0.54 | 2.71 | 1.67 | 2.05 | 2.96 | -1.99 | -0.44 | -0.03 | -0.48 | 0.17 | -3.64 |
| Standard Deviation(%) | NA | 6.86 | 6.68 | 6.01 | 4.71 | NA | NA | … | … | 5.95 | 7.53 | 7.13 | 3.31 | 5.92 | 3.22 | 2.64 | 2.60 | 2.95 | 3.39 | 2.48 | 3.23 | 2.30 | 3.62 | 3.64 | 4.40 | 5.58 | 4.01 | 3.01 | 3.04 | 4.02 | 4.17 |
| Draw Down(%) | NA | 6.01 | 19.09 | 19.23 | 19.23 | NA | NA | … | … | 4.36 | 8.72 | 17.87 | 2.98 | 11.08 | 2.06 | 2.89 | 1.41 | 3.71 | 3.52 | 1.31 | 5.45 | 1.05 | 1.73 | 3.08 | 2.50 | 13.48 | 2.20 | 2.47 | 2.68 | 5.59 | 0.47 |
| Yield(%) | 0.00 | 3.32 | 2.34 | 2.57 | 2.31 | 2.76 | 2.58 | … | … | 1.75 | 3.50 | 1.97 | 1.31 | 3.68 | 2.94 | 2.19 | 2.00 | 1.75 | 1.80 | 1.91 | 2.13 | 3.00 | 2.64 | 3.56 | 3.23 | 3.12 | 3.79 | 3.39 | 2.77 | 1.42 | 0.00 |
Data as of 08/08/2024, Common starting date is 12/22/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBOCX (IVY ADVANTUS BOND FUND CLASS C) |
-5.59%
Oct 2020 – Oct 2023 |
-1.40%
Oct 2017 – Oct 2022 |
0.29%
Oct 2012 – Oct 2022 |
1.59%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBOCX (IVY ADVANTUS BOND FUND CLASS C) |
9.83%
Feb 2009 – Feb 2012 |
6.82%
Feb 2009 – Feb 2014 |
4.41%
Mar 2009 – Mar 2019 |
3.23%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart