Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICFEX (IVY CORE EQUITY FUND CLASS E) | NA | -13.06% | 10.77% | 11.72% | 11.44% | 8.62% | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICFEX (IVY CORE EQUITY FUND CLASS E) | 04/10/2007 | 07/27/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.06 | 10.77 | 11.72 | 11.44 | 8.62 | NA | … | … | -18.15 | 13.90 | 21.84 | 30.98 | -4.66 | 20.38 | 3.46 | -0.90 | 8.92 | 32.00 | 18.17 | 0.82 | 20.37 | 23.26 | -34.98 | 10.73 |
| Sharpe Ratio | NA | -0.51 | 0.40 | 0.50 | 0.60 | NA | NA | … | … | -1.39 | 0.68 | 0.65 | 2.22 | -0.34 | 2.28 | 0.22 | -0.06 | 0.64 | 2.49 | 1.32 | 0.03 | 0.99 | 0.90 | -1.01 | 0.68 |
| Standard Deviation(%) | NA | 26.19 | 25.67 | 22.01 | 18.39 | NA | NA | … | … | 21.93 | 20.38 | 32.90 | 13.32 | 17.82 | 8.71 | 14.83 | 16.33 | 14.01 | 12.83 | 13.86 | 24.55 | 20.40 | 25.63 | 35.50 | 17.86 |
| Draw Down(%) | NA | 28.01 | 31.42 | 31.42 | 31.42 | NA | NA | … | … | 19.57 | 15.14 | 31.42 | 8.40 | 19.92 | 4.28 | 12.76 | 13.77 | 10.28 | 6.69 | 9.84 | 21.13 | 16.77 | 23.24 | 43.87 | 9.39 |
| Yield(%) | 0.00 | 12.46 | 10.11 | 10.41 | 10.08 | 7.74 | 6.01 | … | … | 0.00 | 15.16 | 3.02 | 12.48 | 13.51 | 7.16 | 3.82 | 6.86 | 7.86 | 7.07 | 1.26 | 3.79 | 2.02 | 0.35 | 0.17 | 9.25 |
Data as of 07/27/2022, 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 |
|---|---|---|---|---|
| ICFEX (IVY CORE EQUITY FUND CLASS E) |
-7.03%
Jun 2007 – Jun 2010 |
1.53%
May 2007 – May 2012 |
6.51%
May 2007 – May 2017 |
8.50%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICFEX (IVY CORE EQUITY FUND CLASS E) |
26.63%
Dec 2018 – Dec 2021 |
23.30%
Feb 2009 – Feb 2014 |
15.30%
Sep 2011 – Sep 2021 |
8.75%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison Chart