Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEYCX (IVY ENERGY FUND CLASS C) | 18.46% | 42.05% | 11.84% | 13.20% | 0.50% | -0.50% | 1.01% | … | … |
Data as of 06/05/2026, Common starting date is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEYCX (IVY ENERGY FUND CLASS C) | 04/11/2006 | 06/05/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.60 | 42.05 | 11.84 | 13.20 | 0.50 | -0.50 | 1.01 | … | … | 18.46 | 22.17 | -4.37 | -4.76 | 40.09 | 42.47 | -39.20 | 3.48 | -35.20 | -13.65 | 33.43 | -23.62 | -11.20 | 26.33 | 0.17 | -10.39 | 21.75 | 38.42 | -47.02 | 47.97 | -2.57 |
| Sharpe Ratio | NA | 3.41 | 0.61 | 0.58 | -0.02 | NA | NA | … | … | 3.78 | 1.21 | -0.74 | -0.56 | 1.22 | 1.37 | -0.62 | 0.07 | -1.22 | -0.60 | 1.01 | -0.91 | -0.54 | 1.59 | 0.01 | -0.30 | 0.82 | 0.96 | -0.86 | 2.07 | -0.31 |
| Standard Deviation(%) | NA | 12.91 | 15.57 | 21.82 | 31.25 | NA | NA | … | … | 14.52 | 16.30 | 14.84 | 16.35 | 31.85 | 30.99 | 63.64 | 28.52 | 30.10 | 24.01 | 32.90 | 26.04 | 20.84 | 16.54 | 21.12 | 34.72 | 26.35 | 39.93 | 55.33 | 21.89 | 22.02 |
| Draw Down(%) | NA | 4.61 | 23.08 | 31.88 | 81.92 | NA | NA | … | … | 3.73 | 16.15 | 12.94 | 19.18 | 26.07 | 20.24 | 68.35 | 31.26 | 46.92 | 34.37 | 18.50 | 33.54 | 31.29 | 8.62 | 24.12 | 35.80 | 20.34 | 28.46 | 61.11 | 11.62 | 19.98 |
| Yield(%) | 0.00 | 0.25 | 0.77 | 1.13 | 0.36 | 0.21 | 0.22 | … | … | 0.00 | 0.26 | 0.46 | 1.52 | 1.59 | 1.44 | 0.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEYCX (IVY ENERGY FUND CLASS C) |
-37.94%
Mar 2017 – Mar 2020 |
-25.88%
Mar 2015 – Mar 2020 |
-12.13%
Mar 2010 – Mar 2020 |
-4.10%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEYCX (IVY ENERGY FUND CLASS C) |
46.40%
Mar 2020 – Mar 2023 |
24.76%
Oct 2020 – Oct 2025 |
3.16%
Jan 2007 – Jan 2017 |
1.47%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart