Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IEYAX (IVY ENERGY FUND CLASS A) | 7.46% | 0.72% | 3.92% | 20.79% | -2.54% | 0.15% | NA | 0.19% |
Data as of 07/11/2025, AR inception is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEYAX (IVY ENERGY FUND CLASS A) | 04/11/2006 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.49 | 0.72 | 3.92 | 20.79 | -2.54 | 0.15 | NA | 0.19 | 7.46 | -3.54 | -4.21 | 41.32 | 43.24 | -38.67 | 4.32 | -34.57 | -13.09 | 34.30 | -23.12 | -10.65 | 26.97 | 0.91 | -9.84 | 22.75 | 39.62 | -46.63 | 48.95 | -2.27 |
| Sharpe Ratio | NA | -0.14 | 0.03 | 0.70 | -0.12 | NA | NA | -0.03 | 0.62 | -0.68 | -0.52 | 1.25 | 1.39 | -0.61 | 0.10 | -1.20 | -0.57 | 1.03 | -0.89 | -0.51 | 1.62 | 0.04 | -0.28 | 0.86 | 0.99 | -0.86 | 2.12 | -0.30 |
| Standard Deviation(%) | NA | 17.32 | 18.75 | 26.36 | 32.58 | NA | NA | 31.72 | 19.05 | 14.81 | 16.35 | 31.98 | 30.98 | 63.97 | 28.60 | 30.05 | 23.98 | 32.97 | 26.05 | 20.93 | 16.59 | 21.10 | 34.69 | 26.44 | 39.89 | 55.20 | 21.75 | 21.94 |
| Draw Down(%) | NA | 22.71 | 24.41 | 30.42 | 81.47 | NA | NA | 85.23 | 16.01 | 12.69 | 18.64 | 26.09 | 20.11 | 68.33 | 31.10 | 46.54 | 34.03 | 18.50 | 33.29 | 31.07 | 8.60 | 23.94 | 35.56 | 20.28 | 28.34 | 60.96 | 11.55 | 19.78 |
| Yield(%) | 0.00 | 1.11 | 1.92 | 3.63 | 0.57 | 0.50 | 0.41 | 0.43 | 0.00 | 1.14 | 2.46 | 2.30 | 2.15 | 1.32 | 0.00 | 0.00 | 0.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.33 | 0.00 | 0.00 | 0.22 | 0.00 |
Data as of 07/11/2025, AR inception is 04/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEYAX (IVY ENERGY FUND CLASS A) |
-37.42%
Mar 2017 - Mar 2020 |
-25.31%
Mar 2015 - Mar 2020 |
-11.51%
Mar 2010 - Mar 2020 |
-3.40%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEYAX (IVY ENERGY FUND CLASS A) |
47.49%
Mar 2020 - Mar 2023 |
23.83%
Mar 2020 - Mar 2025 |
3.86%
Jan 2007 - Jan 2017 |
2.20%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart