Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBOYX (IVY ADVANTUS BOND FUND CLASS Y) | NA | 4.92% | -2.45% | 0.02% | 1.78% | 3.31% | 2.82% | … | … |
Data as of 08/08/2024, Common starting date is 12/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBOYX (IVY ADVANTUS BOND FUND CLASS Y) | 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 | 4.92 | -2.45 | 0.02 | 1.78 | 3.31 | 2.82 | … | … | 0.64 | 6.20 | -12.69 | -0.20 | 6.71 | 8.77 | -0.76 | 5.16 | 4.29 | -0.09 | 6.21 | -0.91 | 7.07 | 7.00 | 8.36 | 14.07 | -9.57 | 2.03 | 4.08 | 1.72 | 2.07 | -0.37 |
| Sharpe Ratio | NA | 0.16 | -0.76 | -0.28 | 0.13 | NA | NA | … | … | -0.44 | 0.26 | -1.98 | -0.07 | 1.08 | 2.26 | -0.76 | 1.72 | 1.36 | -0.03 | 2.43 | -0.29 | 2.98 | 1.88 | 2.23 | 3.15 | -1.86 | -0.24 | 0.26 | -0.14 | 0.28 | -3.64 |
| Standard Deviation(%) | NA | 6.87 | 6.72 | 6.05 | 4.75 | NA | NA | … | … | 5.95 | 7.61 | 7.15 | 3.35 | 5.95 | 3.26 | 2.72 | 2.65 | 3.01 | 3.45 | 2.55 | 3.28 | 2.37 | 3.71 | 3.71 | 4.44 | 5.61 | 4.05 | 3.11 | 3.13 | 4.02 | 4.17 |
| Draw Down(%) | NA | 5.90 | 18.22 | 18.22 | 18.22 | NA | NA | … | … | 4.24 | 8.36 | 17.07 | 2.86 | 11.08 | 2.06 | 2.62 | 1.41 | 3.56 | 2.88 | 1.31 | 5.20 | 1.05 | 1.66 | 3.03 | 2.37 | 12.96 | 2.13 | 2.10 | 2.59 | 5.59 | 0.47 |
| Yield(%) | 0.00 | 4.00 | 3.15 | 3.37 | 3.14 | 3.70 | 3.39 | … | … | 2.12 | 4.24 | 3.02 | 2.23 | 4.51 | 3.77 | 2.95 | 2.83 | 2.55 | 2.66 | 2.85 | 2.94 | 3.81 | 3.51 | 4.33 | 4.13 | 3.80 | 4.57 | 4.24 | 3.76 | 1.86 | 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 |
|---|---|---|---|---|
| IBOYX (IVY ADVANTUS BOND FUND CLASS Y) |
-4.74%
Oct 2020 – Oct 2023 |
-0.52%
Oct 2017 – Oct 2022 |
1.15%
Oct 2012 – Oct 2022 |
2.44%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBOYX (IVY ADVANTUS BOND FUND CLASS Y) |
10.72%
Feb 2009 – Feb 2012 |
7.69%
Feb 2009 – Feb 2014 |
5.27%
Mar 2009 – Mar 2019 |
4.06%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart