Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICIEX (IVY CORE EQUITY FUND CLASS I) | 9.79% | 22.10% | 21.90% | 8.45% | 12.08% | 11.81% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICIEX (IVY CORE EQUITY FUND CLASS I) | 04/05/2007 | 06/04/2026 |
| 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 (%) | -0.24 | 22.10 | 21.90 | 8.45 | 12.08 | 11.81 | NA | … | … | 9.79 | 15.46 | 26.13 | 23.86 | -26.09 | 16.47 | 19.45 | 31.38 | -4.34 | 20.81 | 3.75 | -0.43 | 9.46 | 32.69 | 18.58 | 1.29 | 21.31 | 23.82 | -34.49 | 12.67 |
| Sharpe Ratio | NA | 1.56 | 1.28 | 0.31 | 0.55 | NA | NA | … | … | 1.40 | 0.72 | 1.72 | 1.49 | -0.97 | 0.90 | 0.58 | 2.24 | -0.32 | 2.33 | 0.24 | -0.03 | 0.67 | 2.57 | 1.36 | 0.05 | 1.04 | 0.92 | -1.00 | 0.82 |
| Standard Deviation(%) | NA | 13.46 | 14.90 | 19.09 | 19.18 | NA | NA | … | … | 16.16 | 17.53 | 13.06 | 13.70 | 28.60 | 18.20 | 32.98 | 13.32 | 17.87 | 8.68 | 14.89 | 16.33 | 14.02 | 12.73 | 13.76 | 24.54 | 20.33 | 25.72 | 35.46 | 17.69 |
| Draw Down(%) | NA | 10.91 | 17.57 | 34.02 | 34.02 | NA | NA | … | … | 10.91 | 17.57 | 7.15 | 10.09 | 27.42 | 13.23 | 31.44 | 8.36 | 19.84 | 4.25 | 12.71 | 13.55 | 10.18 | 6.66 | 9.68 | 21.01 | 16.36 | 23.06 | 43.41 | 9.38 |
| Yield(%) | 0.00 | 11.40 | 12.13 | 6.15 | 8.14 | 9.37 | 7.85 | … | … | 0.00 | 11.82 | 11.69 | 11.52 | 0.34 | 0.63 | 0.40 | 11.21 | 12.37 | 6.73 | 3.81 | 6.69 | 7.57 | 6.92 | 1.48 | 3.85 | 2.35 | 0.59 | 0.16 | 9.29 |
Data as of 06/04/2026, Common starting date is 04/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICIEX (IVY CORE EQUITY FUND CLASS I) |
-6.41%
Jun 2007 – Jun 2010 |
2.11%
May 2007 – May 2012 |
7.04%
May 2007 – May 2017 |
7.02%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICIEX (IVY CORE EQUITY FUND CLASS I) |
25.69%
Feb 2009 – Feb 2012 |
23.89%
Feb 2009 – Feb 2014 |
15.47%
Sep 2011 – Sep 2021 |
13.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart