Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICKAX (IVY CROSSOVER CREDIT FUND CLASS A) | NA | 6.96% | -4.53% | 2.01% | NA | NA | NA | … | … |
Data as of 10/19/2023, Common starting date is 04/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICKAX (IVY CROSSOVER CREDIT FUND CLASS A) | 04/04/2017 | 10/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.96 | -4.53 | 2.01 | NA | NA | NA | … | … | 1.40 | -17.60 | 0.70 | 13.30 | 15.61 | -4.26 | 3.51 |
| Sharpe Ratio | NA | 0.39 | -0.77 | 0.09 | NA | NA | NA | … | … | -0.36 | -2.06 | 0.09 | 1.48 | 3.77 | -1.69 | 1.22 |
| Standard Deviation(%) | NA | 7.57 | 7.94 | 7.51 | NA | NA | NA | … | … | 6.88 | 9.26 | 7.89 | 8.79 | 3.77 | 3.29 | 3.33 |
| Draw Down(%) | NA | 5.06 | 25.98 | 25.98 | NA | NA | NA | … | … | 5.06 | 22.47 | 4.81 | 16.52 | 2.32 | 4.97 | 1.27 |
| Yield(%) | 0.00 | 2.82 | 5.47 | 5.24 | 2.89 | 1.93 | 1.45 | … | … | 1.90 | 2.30 | 6.25 | 9.32 | 3.21 | 3.15 | 2.11 |
Data as of 10/19/2023, Common starting date is 04/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICKAX (IVY CROSSOVER CREDIT FUND CLASS A) |
-4.29%
Sep 2020 – Sep 2023 |
0.02%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICKAX (IVY CROSSOVER CREDIT FUND CLASS A) |
9.87%
Nov 2018 – Nov 2021 |
2.50%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart