Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICKRX (IVY CROSSOVER CREDIT FUND CLASS R) | NA | 11.27% | 5.62% | 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 |
|---|---|---|
| ICKRX (IVY CROSSOVER CREDIT FUND CLASS R) | 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 (%) | 1.09 | 11.27 | 5.62 | NA | NA | NA | NA | … | … | 5.50 | 15.19 | -4.86 | 3.27 |
| Sharpe Ratio | NA | 1.11 | 0.74 | NA | NA | NA | NA | … | … | 0.95 | 3.69 | -1.84 | 1.12 |
| Standard Deviation(%) | NA | 8.95 | 5.85 | NA | NA | NA | NA | … | … | 12.35 | 3.73 | 3.36 | 3.33 |
| Draw Down(%) | NA | 16.64 | 16.64 | NA | NA | NA | NA | … | … | 16.64 | 2.27 | 5.47 | 1.27 |
| Yield(%) | 0.00 | 2.29 | 2.61 | 1.59 | 0.80 | 0.53 | 0.40 | … | … | 0.83 | 2.70 | 2.65 | 1.87 |
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 |
|---|---|---|---|---|
| ICKRX (IVY CROSSOVER CREDIT FUND CLASS R) |
4.41%
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 |
|---|---|---|---|---|
| ICKRX (IVY CROSSOVER CREDIT FUND CLASS R) |
4.41%
May 2017 – May 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart