Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IECCX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS C) | NA | 15.64% | -3.19% | -1.21% | 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 |
|---|---|---|
| IECCX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS C) | 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 | 15.64 | -3.19 | -1.21 | NA | NA | NA | … | … | 5.90 | -13.49 | -9.96 | 3.98 | 8.49 | -10.59 | 8.84 | 6.99 | -11.98 | -7.94 |
| Sharpe Ratio | NA | 1.68 | -0.55 | -0.28 | NA | NA | NA | … | … | 0.47 | -1.33 | -1.43 | 0.30 | 1.15 | -1.63 | 1.58 | 0.75 | -1.68 | -2.00 |
| Standard Deviation(%) | NA | 7.26 | 8.75 | 9.11 | NA | NA | NA | … | … | 7.05 | 11.25 | 6.96 | 12.37 | 6.14 | 7.30 | 5.20 | 9.00 | 7.17 | 5.90 |
| Draw Down(%) | NA | 5.05 | 29.92 | 29.92 | NA | NA | NA | … | … | 5.05 | 23.42 | 12.30 | 20.77 | 5.59 | 17.56 | 4.13 | 8.47 | 13.59 | 12.91 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.23 | 0.37 | 0.25 | 0.19 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 1.15 | 0.00 | 1.93 | 0.00 | 0.00 | 1.16 |
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 |
|---|---|---|---|---|
| IECCX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS C) |
-8.87%
Oct 2019 – Oct 2022 |
-6.16%
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 |
|---|---|---|---|---|
| IECCX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS C) |
3.30%
Aug 2018 – Aug 2021 |
3.27%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart