Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDIEX (IVY DIVIDEND OPPORTUNITIES FUND CLASS E) | NA | 4.06% | 3.28% | 8.99% | 4.93% | NA | NA | … | … |
Data as of 02/23/2018, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDIEX (IVY DIVIDEND OPPORTUNITIES FUND CLASS E) | 04/10/2007 | 02/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.47 | 4.06 | 3.28 | 8.99 | 4.93 | NA | NA | … | … | -6.12 | 15.42 | 6.72 | -2.27 | 9.47 | 29.30 | 12.19 | -4.86 | 16.31 | 20.13 | -36.70 | 10.96 |
| Sharpe Ratio | NA | 0.27 | 0.23 | 0.67 | 0.24 | NA | NA | … | … | -1.30 | 2.17 | 0.51 | -0.16 | 0.82 | 2.52 | 0.96 | -0.18 | 0.78 | 0.83 | -1.02 | 0.77 |
| Standard Deviation(%) | NA | 12.30 | 12.87 | 12.50 | 19.96 | NA | NA | … | … | 27.66 | 6.84 | 12.84 | 14.40 | 11.60 | 11.62 | 12.79 | 26.61 | 20.91 | 24.06 | 36.86 | 16.08 |
| Draw Down(%) | NA | 13.08 | 15.59 | 15.59 | 48.79 | NA | NA | … | … | 13.08 | 3.51 | 10.72 | 13.64 | 8.95 | 5.69 | 10.45 | 25.74 | 18.43 | 23.08 | 45.56 | 7.83 |
| Yield(%) | 0.00 | 7.33 | 6.62 | 8.19 | 4.53 | 3.19 | 2.39 | … | … | 0.00 | 7.61 | 5.47 | 8.68 | 11.74 | 2.69 | 1.66 | 0.89 | 1.21 | 1.08 | 0.39 | 1.53 |
Data as of 02/23/2018, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDIEX (IVY DIVIDEND OPPORTUNITIES FUND CLASS E) |
-10.08%
Jun 2007 – Jun 2010 |
-2.00%
May 2007 – May 2012 |
4.38%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDIEX (IVY DIVIDEND OPPORTUNITIES FUND CLASS E) |
20.49%
Sep 2011 – Sep 2014 |
18.19%
Feb 2009 – Feb 2014 |
6.13%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart