Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IECEX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS E) | NA | -1.83% | -1.83% | 0.00% | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 05/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IECEX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS E) | 05/06/2014 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | -1.83 | -1.83 | 0.00 | NA | NA | NA | … | … | -6.63 | 9.41 | -9.89 | 9.73 | 7.81 | -11.32 | -7.50 |
| Sharpe Ratio | NA | -0.23 | -0.34 | -0.09 | NA | NA | NA | … | … | -0.88 | 1.31 | -1.54 | 1.75 | 0.84 | -1.58 | -1.87 |
| Standard Deviation(%) | NA | 11.78 | 8.58 | 8.27 | NA | NA | NA | … | … | 16.01 | 6.11 | 7.27 | 5.21 | 8.97 | 7.17 | 5.96 |
| Draw Down(%) | NA | 20.62 | 24.57 | 24.57 | NA | NA | NA | … | … | 20.62 | 5.35 | 17.18 | 3.94 | 8.26 | 13.03 | 12.67 |
| Yield(%) | 0.00 | 1.22 | 1.29 | 0.82 | 0.52 | 0.35 | 0.26 | … | … | 0.00 | 1.27 | 0.01 | 2.92 | 0.00 | 0.00 | 1.61 |
Data as of 06/19/2020, 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 |
|---|---|---|---|---|
| IECEX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS E) |
-4.65%
Mar 2017 – Mar 2020 |
-2.32%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IECEX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS E) |
3.88%
Jan 2016 – Jan 2019 |
0.68%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart