Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEOAX (IVY EUROPEAN OPPORTUNITIES FUND CLASS A) | NA | -12.64% | 0.11% | 1.24% | 5.74% | 5.76% | NA | … | … |
Data as of 11/02/2018, Common starting date is 12/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEOAX (IVY EUROPEAN OPPORTUNITIES FUND CLASS A) | 12/22/1999 | 11/02/2018 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.01 | -12.64 | 0.11 | 1.24 | 5.74 | 5.76 | NA | … | … | -13.07 | 21.17 | -2.21 | 3.75 | -5.83 | 23.97 | 18.84 | -15.50 | 10.58 | 27.97 | -48.13 | 11.31 | 31.74 | 10.49 | 36.28 | 51.02 | -3.30 | -20.66 | 4.51 | 0.38 |
| Sharpe Ratio | NA | -0.93 | -0.03 | 0.06 | 0.25 | NA | NA | … | … | -1.05 | 2.01 | -0.11 | 0.21 | -0.41 | 1.90 | 1.08 | -0.52 | 0.45 | 0.92 | -1.12 | 0.41 | 1.75 | 0.78 | 2.55 | 3.35 | -0.23 | -1.15 | 0.02 | 0.91 |
| Standard Deviation(%) | NA | 14.94 | 17.00 | 16.48 | 21.67 | NA | NA | … | … | 15.79 | 10.28 | 22.71 | 17.41 | 14.34 | 12.63 | 17.63 | 29.70 | 23.13 | 30.35 | 43.84 | 20.11 | 16.32 | 10.66 | 13.83 | 15.03 | 19.09 | 20.26 | 25.02 | 15.09 |
| Draw Down(%) | NA | 20.20 | 20.20 | 23.21 | 30.69 | NA | NA | … | … | 20.20 | 2.99 | 15.84 | 13.91 | 15.67 | 7.30 | 14.00 | 28.75 | 20.62 | 27.24 | 57.51 | 15.86 | 18.75 | 11.47 | 10.13 | 22.49 | 29.37 | 41.21 | 38.25 | 1.11 |
| Yield(%) | 0.00 | 1.00 | 1.07 | 1.08 | 2.31 | 3.77 | 3.09 | … | … | 0.00 | 1.20 | 1.31 | 0.91 | 1.71 | 0.32 | 0.43 | 0.28 | 0.26 | 1.92 | 6.85 | 11.50 | 1.38 | 0.74 | 0.07 | 0.32 | 0.00 | 0.20 | 3.59 | 0.09 |
Data as of 11/02/2018, Common starting date is 12/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEOAX (IVY EUROPEAN OPPORTUNITIES FUND CLASS A) |
-21.55%
Mar 2000 – Mar 2003 |
-9.15%
May 2007 – May 2012 |
-0.57%
Jun 2007 – Jun 2017 |
3.56%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEOAX (IVY EUROPEAN OPPORTUNITIES FUND CLASS A) |
43.34%
Mar 2003 – Mar 2006 |
30.46%
Oct 2002 – Oct 2007 |
11.24%
Mar 2003 – Mar 2013 |
9.76%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart