Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICKNX (IVY CROSSOVER CREDIT FUND CLASS N) | NA | -13.45% | 1.26% | 2.48% | NA | NA | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICKNX (IVY CROSSOVER CREDIT FUND CLASS N) | 04/04/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.45 | 1.26 | 2.48 | NA | NA | NA | … | … | -12.47 | -4.99 | 13.59 | 15.90 | -4.01 | 3.60 |
| Sharpe Ratio | NA | -1.56 | 0.12 | 0.28 | NA | NA | NA | … | … | -3.14 | -0.80 | 1.51 | 3.84 | -1.63 | 1.23 |
| Standard Deviation(%) | NA | 8.83 | 7.64 | 6.28 | NA | NA | NA | … | … | 6.90 | 6.24 | 8.79 | 3.78 | 3.29 | 3.40 |
| Draw Down(%) | NA | 18.10 | 18.10 | 18.10 | NA | NA | NA | … | … | 14.14 | 6.87 | 16.50 | 2.30 | 4.85 | 1.27 |
| Yield(%) | 0.00 | 6.19 | 6.38 | 5.30 | 2.71 | 1.81 | 1.35 | … | … | 0.90 | 6.50 | 9.58 | 3.48 | 3.40 | 2.20 |
Data as of 07/27/2022, 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 |
|---|---|---|---|---|
| ICKNX (IVY CROSSOVER CREDIT FUND CLASS N) |
1.44%
Jun 2019 – Jun 2022 |
2.60%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICKNX (IVY CROSSOVER CREDIT FUND CLASS N) |
10.15%
Nov 2018 – Nov 2021 |
2.63%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart