Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICDCX (IVY CUNDILL GLOBAL VALUE FUND CLASS C) | NA | 0.16% | -2.99% | 3.32% | 0.82% | 4.08% | 3.16% | … | … |
Data as of 07/23/2024, Common starting date is 12/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICDCX (IVY CUNDILL GLOBAL VALUE FUND CLASS C) | 12/20/2001 | 07/23/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.16 | -2.99 | 3.32 | 0.82 | 4.08 | 3.16 | … | … | 2.95 | 12.50 | -19.08 | 10.14 | 5.22 | 16.15 | -16.71 | 15.57 | 11.41 | -11.60 | -7.22 | 31.30 | 21.21 | -17.88 | 10.65 | 28.91 | -32.99 | -0.78 | 9.28 | 15.99 | 17.16 | 35.47 | -13.69 | 3.78 |
| Sharpe Ratio | NA | -0.40 | -0.28 | 0.07 | -0.02 | NA | NA | … | … | 0.19 | 0.67 | -0.70 | 0.68 | 0.14 | 1.09 | -1.13 | 1.59 | 0.59 | -0.78 | -0.78 | 2.73 | 1.19 | -0.68 | 0.69 | 1.43 | -1.10 | -0.28 | 0.62 | 2.13 | 1.91 | 3.15 | -1.10 | 86.86 |
| Standard Deviation(%) | NA | 10.47 | 19.49 | 22.72 | 19.09 | NA | NA | … | … | 9.15 | 12.34 | 29.30 | 14.90 | 34.92 | 13.51 | 15.99 | 9.41 | 18.91 | 14.83 | 9.28 | 11.44 | 17.94 | 26.25 | 15.38 | 20.19 | 30.85 | 13.56 | 9.73 | 6.50 | 8.48 | 11.05 | 13.51 | 4.31 |
| Draw Down(%) | NA | 12.86 | 35.06 | 38.50 | 44.77 | NA | NA | … | … | 4.67 | 14.08 | 31.44 | 12.47 | 38.50 | 13.92 | 25.56 | 4.70 | 16.68 | 18.05 | 12.39 | 6.87 | 21.98 | 27.32 | 14.58 | 20.87 | 40.71 | 12.96 | 9.36 | 3.95 | 7.56 | 9.62 | 23.24 | 0.00 |
| Yield(%) | 0.00 | 4.13 | 4.54 | 3.96 | 2.77 | 3.13 | 3.11 | … | … | 3.58 | 0.83 | 9.03 | 1.89 | 0.61 | 2.20 | 10.54 | 0.26 | 0.00 | 0.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.21 | 0.63 | 0.00 | 9.17 | 5.16 | 4.36 | 0.00 | 0.00 | 0.00 | 2.96 |
Data as of 07/23/2024, 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 |
|---|---|---|---|---|
| ICDCX (IVY CUNDILL GLOBAL VALUE FUND CLASS C) |
-15.45%
Feb 2006 – Feb 2009 |
-6.83%
May 2007 – May 2012 |
-0.36%
Feb 2006 – Feb 2016 |
0.26%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICDCX (IVY CUNDILL GLOBAL VALUE FUND CLASS C) |
25.75%
Mar 2003 – Mar 2006 |
16.49%
Feb 2009 – Feb 2014 |
7.94%
Apr 2003 – Apr 2013 |
7.07%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart