Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICEIX (IVY INTERNATIONAL CORE EQUITY FUND CLASS I) | 2.46% | 7.67% | 12.49% | 5.08% | 7.36% | 6.07% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICEIX (IVY INTERNATIONAL CORE EQUITY FUND CLASS I) | 04/10/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.79 | 7.67 | 12.49 | 5.08 | 7.36 | 6.07 | NA | … | … | 2.46 | 10.53 | 3.93 | 17.01 | -15.09 | 14.50 | 7.56 | 19.03 | -17.50 | 23.11 | 1.66 | 0.53 | 1.39 | 24.91 | 13.98 | -13.75 | 14.22 | 45.04 | -41.24 | 11.66 |
| Sharpe Ratio | NA | 0.63 | 0.69 | 0.22 | 0.35 | NA | NA | … | … | 0.63 | 0.37 | -0.20 | 0.99 | -0.69 | 1.08 | 0.24 | 1.63 | -1.26 | 2.72 | 0.08 | 0.03 | 0.13 | 2.18 | 0.87 | -0.53 | 0.67 | 1.66 | -1.06 | 0.68 |
| Standard Deviation(%) | NA | 16.82 | 15.88 | 17.29 | 17.54 | NA | NA | … | … | 22.38 | 21.08 | 13.03 | 12.96 | 23.84 | 13.43 | 30.18 | 10.82 | 14.97 | 8.30 | 17.97 | 15.42 | 10.95 | 11.41 | 16.10 | 26.22 | 21.07 | 27.12 | 39.82 | 19.77 |
| Draw Down(%) | NA | 14.57 | 15.43 | 30.07 | 40.27 | NA | NA | … | … | 14.57 | 15.43 | 8.59 | 9.81 | 30.04 | 7.79 | 35.48 | 7.51 | 25.62 | 3.90 | 15.09 | 18.40 | 12.14 | 8.43 | 16.68 | 26.49 | 17.33 | 22.59 | 52.89 | 11.90 |
| Yield(%) | 0.00 | 11.36 | 6.09 | 3.87 | 4.36 | 4.23 | 3.74 | … | … | 0.00 | 13.47 | 0.87 | 3.12 | 0.91 | 3.16 | 1.42 | 3.28 | 7.47 | 1.57 | 1.94 | 2.39 | 11.15 | 2.67 | 1.97 | 3.23 | 1.61 | 1.70 | 3.20 | 9.22 |
Data as of 06/05/2026, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICEIX (IVY INTERNATIONAL CORE EQUITY FUND CLASS I) |
-7.28%
Jun 2007 – Jun 2010 |
-3.15%
Oct 2007 – Oct 2012 |
2.81%
Mar 2010 – Mar 2020 |
1.78%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICEIX (IVY INTERNATIONAL CORE EQUITY FUND CLASS I) |
23.43%
Feb 2009 – Feb 2012 |
19.47%
Feb 2009 – Feb 2014 |
10.73%
Feb 2009 – Feb 2019 |
9.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart