Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEYYX (IVY ENERGY FUND CLASS Y) | 18.87% | 43.17% | 12.68% | 14.06% | 1.29% | 0.28% | 1.81% | … | … |
Data as of 06/05/2026, Common starting date is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEYYX (IVY ENERGY FUND CLASS Y) | 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 (%) | -1.50 | 43.17 | 12.68 | 14.06 | 1.29 | 0.28 | 1.81 | … | … | 18.87 | 22.27 | -3.60 | -4.08 | 41.14 | 43.34 | -38.67 | 4.25 | -34.47 | -12.98 | 34.42 | -23.00 | -10.54 | 27.24 | 1.07 | -9.72 | 22.90 | 39.42 | -46.51 | 49.13 | -1.98 |
| Sharpe Ratio | NA | 3.51 | 0.66 | 0.62 | 0.00 | NA | NA | … | … | 3.86 | 1.21 | -0.69 | -0.51 | 1.25 | 1.39 | -0.60 | 0.10 | -1.19 | -0.57 | 1.04 | -0.88 | -0.50 | 1.64 | 0.05 | -0.28 | 0.86 | 0.99 | -0.86 | 2.11 | -0.28 |
| Standard Deviation(%) | NA | 12.85 | 15.56 | 21.82 | 31.38 | NA | NA | … | … | 14.47 | 16.29 | 14.87 | 16.37 | 31.94 | 31.13 | 64.16 | 28.51 | 30.07 | 24.02 | 32.99 | 26.04 | 20.91 | 16.57 | 21.21 | 34.75 | 26.38 | 39.90 | 55.26 | 21.97 | 21.99 |
| Draw Down(%) | NA | 4.55 | 22.71 | 30.44 | 81.45 | NA | NA | … | … | 3.65 | 16.05 | 12.73 | 18.74 | 26.09 | 20.19 | 68.34 | 31.04 | 46.56 | 34.02 | 18.46 | 33.22 | 31.00 | 8.60 | 23.93 | 35.55 | 20.29 | 28.36 | 60.94 | 11.58 | 19.69 |
| Yield(%) | 0.00 | 1.04 | 1.41 | 1.78 | 0.64 | 0.39 | 0.44 | … | … | 0.00 | 1.05 | 0.87 | 2.26 | 1.81 | 2.12 | 1.30 | 0.00 | 0.00 | 0.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 0.00 | 0.00 | 0.45 | 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 |
|---|---|---|---|---|
| IEYYX (IVY ENERGY FUND CLASS Y) |
-37.38%
Mar 2017 – Mar 2020 |
-25.24%
Mar 2015 – Mar 2020 |
-11.41%
Mar 2010 – Mar 2020 |
-3.33%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEYYX (IVY ENERGY FUND CLASS Y) |
47.52%
Mar 2020 – Mar 2023 |
25.70%
Oct 2020 – Oct 2025 |
4.00%
Jan 2007 – Jan 2017 |
2.29%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart