Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICPOX (IVY APOLLO STRATEGIC INCOME FUND CLASS C) | NA | 27.38% | 4.83% | 4.51% | NA | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 10/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICPOX (IVY APOLLO STRATEGIC INCOME FUND CLASS C) | 10/12/2015 | 10/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.38 | 4.83 | 4.51 | NA | NA | NA | … | … | 22.49 | -10.89 | 1.47 | 6.32 | 7.99 | -1.35 | 3.46 | 7.06 | -2.19 |
| Sharpe Ratio | NA | 1.29 | 0.30 | 0.35 | NA | NA | NA | … | … | 1.24 | -2.32 | 0.93 | 0.82 | 4.58 | -1.67 | 2.53 | 3.30 | -3.72 |
| Standard Deviation(%) | NA | 18.24 | 10.92 | 9.10 | NA | NA | NA | … | … | 20.28 | 5.31 | 1.56 | 7.43 | 1.44 | 1.60 | 1.12 | 2.08 | 2.57 |
| Draw Down(%) | NA | 3.08 | 15.85 | 15.91 | NA | NA | NA | … | … | 3.08 | 14.93 | 1.55 | 15.91 | 0.70 | 2.50 | 0.78 | 1.53 | 2.89 |
| Yield(%) | 0.00 | 4.24 | 3.49 | 3.62 | 2.76 | 1.84 | 1.38 | … | … | 3.02 | 3.23 | 3.23 | 3.70 | 3.72 | 3.84 | 3.72 | 3.31 | 0.31 |
Data as of 10/16/2023, Common starting date is 10/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICPOX (IVY APOLLO STRATEGIC INCOME FUND CLASS C) |
-2.00%
Sep 2019 – Sep 2022 |
-0.25%
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 |
|---|---|---|---|---|
| ICPOX (IVY APOLLO STRATEGIC INCOME FUND CLASS C) |
5.22%
Dec 2018 – Dec 2021 |
4.84%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart