Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IECAX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS A) | NA | 16.47% | -2.57% | -0.59% | NA | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 05/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IECAX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS A) | 05/06/2014 | 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.47 | -2.57 | -0.59 | NA | NA | NA | … | … | 6.59 | -12.79 | -9.65 | 4.64 | 9.16 | -10.01 | 9.61 | 7.81 | -11.32 | -7.49 |
| Sharpe Ratio | NA | 1.76 | -0.47 | -0.21 | NA | NA | NA | … | … | 0.59 | -1.26 | -1.41 | 0.35 | 1.27 | -1.56 | 1.73 | 0.84 | -1.58 | -1.88 |
| Standard Deviation(%) | NA | 7.40 | 8.77 | 9.12 | NA | NA | NA | … | … | 7.14 | 11.29 | 6.88 | 12.43 | 6.09 | 7.28 | 5.20 | 8.99 | 7.20 | 5.95 |
| Draw Down(%) | NA | 4.96 | 29.22 | 29.22 | NA | NA | NA | … | … | 4.96 | 23.05 | 12.03 | 20.69 | 5.47 | 17.20 | 4.05 | 8.26 | 13.03 | 12.66 |
| Yield(%) | 0.00 | 0.00 | 0.03 | 0.27 | 0.52 | 0.34 | 0.26 | … | … | 0.00 | 0.00 | 0.00 | 0.09 | 1.24 | 0.00 | 2.79 | 0.00 | 0.00 | 1.62 |
Data as of 10/16/2023, Common starting date is 05/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IECAX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS A) |
-8.29%
Oct 2019 – Oct 2022 |
-5.57%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IECAX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS A) |
3.93%
Aug 2018 – Aug 2021 |
3.96%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart