Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IENRX (IVY ENERGY FUND CLASS N) | 22.00% | 48.32% | 14.05% | 14.87% | 1.92% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IENRX (IVY ENERGY FUND CLASS N) | 08/01/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 48.32 | 14.05 | 14.87 | 1.92 | NA | NA | … | … | 22.00 | 23.01 | -3.08 | -3.86 | 41.64 | 43.99 | -38.47 | 4.72 | -34.26 | -12.67 | 35.06 | -22.68 | -20.22 |
| Sharpe Ratio | NA | 3.55 | 0.70 | 0.64 | 0.01 | NA | NA | … | … | 3.89 | 1.26 | -0.45 | -0.46 | 1.26 | 1.42 | -0.60 | 0.11 | -1.19 | -0.56 | 1.06 | -0.87 | -1.48 |
| Standard Deviation(%) | NA | 12.88 | 15.51 | 21.86 | 31.36 | NA | NA | … | … | 14.59 | 16.02 | 14.83 | 16.40 | 32.08 | 30.99 | 64.11 | 28.52 | 30.06 | 24.02 | 32.98 | 26.12 | 28.35 |
| Draw Down(%) | NA | 4.59 | 22.53 | 29.65 | 81.15 | NA | NA | … | … | 3.71 | 15.84 | 12.62 | 18.46 | 26.04 | 20.08 | 68.21 | 30.99 | 46.38 | 33.88 | 18.51 | 33.06 | 29.75 |
| Yield(%) | 0.00 | 1.53 | 1.91 | 2.38 | 0.87 | 0.42 | 0.32 | … | … | 0.00 | 1.54 | 1.39 | 2.78 | 2.64 | 2.49 | 1.73 | 0.00 | 0.00 | 0.52 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IENRX (IVY ENERGY FUND CLASS N) |
-37.14%
Mar 2017 – Mar 2020 |
-24.95%
Mar 2015 – Mar 2020 |
-4.34%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IENRX (IVY ENERGY FUND CLASS N) |
48.01%
Mar 2020 – Mar 2023 |
26.16%
Oct 2020 – Oct 2025 |
3.91%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart