Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICDBX (IVY CUNDILL GLOBAL VALUE FUND CLASS B) | NA | -2.05% | 5.85% | 2.37% | 4.09% | 1.65% | 4.07% | … | … |
Data as of 02/14/2022, Common starting date is 12/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICDBX (IVY CUNDILL GLOBAL VALUE FUND CLASS B) | 12/20/2001 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.05 | 5.85 | 2.37 | 4.09 | 1.65 | 4.07 | … | … | 0.00 | 5.44 | 3.50 | 14.49 | -17.47 | 14.73 | 10.67 | -12.62 | -7.71 | 30.68 | 20.51 | -18.10 | 10.30 | 28.38 | -33.14 | -1.04 | 9.06 | 15.37 | 17.05 | 35.34 | -13.42 | 3.78 |
| Sharpe Ratio | NA | -0.05 | 0.24 | 0.08 | 0.21 | NA | NA | … | … | 0.00 | 0.37 | 0.09 | 0.96 | -1.18 | 1.50 | 0.55 | -0.85 | -0.84 | 2.67 | 1.14 | -0.69 | 0.67 | 1.39 | -1.10 | -0.30 | 0.59 | 2.04 | 1.90 | 3.11 | -1.07 | 86.41 |
| Standard Deviation(%) | NA | 13.18 | 22.79 | 19.62 | 17.39 | NA | NA | … | … | NA | 14.47 | 34.57 | 13.58 | 15.96 | 9.45 | 18.94 | 14.89 | 9.19 | 11.47 | 18.03 | 26.23 | 15.32 | 20.28 | 30.88 | 13.62 | 9.75 | 6.47 | 8.46 | 11.14 | 13.53 | 4.32 |
| Draw Down(%) | NA | 14.31 | 38.74 | 46.24 | 46.24 | NA | NA | … | … | 0.00 | 14.31 | 38.74 | 14.42 | 26.18 | 4.81 | 16.67 | 18.24 | 12.58 | 6.90 | 22.07 | 27.49 | 14.61 | 20.94 | 40.83 | 12.99 | 9.38 | 4.16 | 7.59 | 9.56 | 23.21 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.30 | 2.53 | 1.68 | 1.49 | 2.45 | … | … | 0.00 | 0.00 | 0.00 | 0.96 | 10.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.28 | 0.38 | 0.00 | 8.87 | 5.04 | 3.85 | 0.00 | 0.00 | 0.00 | 2.96 |
Data as of 02/14/2022, Common starting date is 12/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICDBX (IVY CUNDILL GLOBAL VALUE FUND CLASS B) |
-15.66%
Feb 2006 – Feb 2009 |
-7.11%
May 2007 – May 2012 |
-0.83%
Mar 2010 – Mar 2020 |
-0.06%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICDBX (IVY CUNDILL GLOBAL VALUE FUND CLASS B) |
25.48%
Mar 2003 – Mar 2006 |
16.02%
Feb 2009 – Feb 2014 |
7.60%
Apr 2003 – Apr 2013 |
6.60%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart