Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICKEX (IVY CROSSOVER CREDIT FUND CLASS E) | NA | 11.92% | 6.18% | NA | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 04/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICKEX (IVY CROSSOVER CREDIT FUND CLASS E) | 04/04/2017 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 11.92 | 6.18 | NA | NA | NA | NA | … | … | 6.36 | 15.61 | -4.25 | 3.51 |
| Sharpe Ratio | NA | 1.23 | 0.87 | NA | NA | NA | NA | … | … | 1.11 | 3.73 | -1.68 | 1.21 |
| Standard Deviation(%) | NA | 8.97 | 5.85 | NA | NA | NA | NA | … | … | 12.33 | 3.81 | 3.32 | 3.34 |
| Draw Down(%) | NA | 16.52 | 16.52 | NA | NA | NA | NA | … | … | 16.52 | 2.32 | 4.96 | 1.37 |
| Yield(%) | 0.00 | 2.79 | 3.10 | 1.89 | 0.95 | 0.63 | 0.47 | … | … | 1.08 | 3.21 | 3.16 | 2.11 |
Data as of 06/19/2020, 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 |
|---|---|---|---|---|
| ICKEX (IVY CROSSOVER CREDIT FUND CLASS E) |
4.92%
May 2017 – May 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICKEX (IVY CROSSOVER CREDIT FUND CLASS E) |
4.92%
May 2017 – May 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart