Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICKIX (IVY CROSSOVER CREDIT FUND CLASS I) | NA | 7.23% | -4.28% | 2.27% | 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 |
|---|---|---|
| ICKIX (IVY CROSSOVER CREDIT FUND CLASS I) | 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 | 7.23 | -4.28 | 2.27 | NA | NA | NA | … | … | 1.59 | -17.35 | 0.95 | 13.59 | 15.90 | -4.01 | 3.60 |
| Sharpe Ratio | NA | 0.42 | -0.74 | 0.12 | NA | NA | NA | … | … | -0.33 | -2.03 | 0.12 | 1.51 | 3.84 | -1.63 | 1.23 |
| Standard Deviation(%) | NA | 7.63 | 7.95 | 7.51 | NA | NA | NA | … | … | 6.90 | 9.25 | 7.92 | 8.79 | 3.77 | 3.28 | 3.40 |
| Draw Down(%) | NA | 5.04 | 25.87 | 25.87 | NA | NA | NA | … | … | 5.04 | 22.29 | 4.89 | 16.50 | 2.30 | 4.85 | 1.27 |
| Yield(%) | 0.00 | 3.08 | 5.68 | 5.50 | 3.05 | 2.03 | 1.52 | … | … | 2.08 | 2.55 | 6.50 | 9.58 | 3.48 | 3.40 | 2.20 |
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 |
|---|---|---|---|---|
| ICKIX (IVY CROSSOVER CREDIT FUND CLASS I) |
-4.04%
Sep 2020 – Sep 2023 |
0.28%
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 |
|---|---|---|---|---|
| ICKIX (IVY CROSSOVER CREDIT FUND CLASS I) |
10.15%
Nov 2018 – Nov 2021 |
2.77%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart