Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGJAX (IVY GOVERNMENT SECURITIES FUND CLASS A) | NA | -42.00% | -20.55% | -11.96% | NA | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 10/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGJAX (IVY GOVERNMENT SECURITIES FUND CLASS A) | 10/18/2017 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -42.00 | -20.55 | -11.96 | NA | NA | NA | … | … | -43.00 | 2.27 | -12.89 | -1.96 | 5.05 | 5.39 | 0.34 | -0.28 |
| Sharpe Ratio | NA | -0.88 | -0.76 | -0.57 | NA | NA | NA | … | … | -0.97 | -0.25 | -1.96 | -0.63 | 1.30 | 1.18 | -0.32 | -0.74 |
| Standard Deviation(%) | NA | 52.01 | 30.59 | 23.78 | NA | NA | NA | … | … | 69.38 | 7.96 | 7.29 | 3.15 | 3.70 | 3.39 | 3.01 | 3.01 |
| Draw Down(%) | NA | 43.24 | 50.20 | 50.76 | NA | NA | NA | … | … | 43.20 | 9.35 | 15.73 | 2.59 | 2.75 | 1.95 | 2.94 | 1.01 |
| Yield(%) | 0.00 | 1.36 | 1.00 | 0.97 | 0.75 | 0.50 | 0.37 | … | … | 0.47 | 1.60 | 0.79 | 0.74 | 0.72 | 1.61 | 1.43 | 0.28 |
Data as of 07/23/2024, Common starting date is 10/18/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGJAX (IVY GOVERNMENT SECURITIES FUND CLASS A) |
-20.36%
Jun 2021 – Jun 2024 |
-11.99%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGJAX (IVY GOVERNMENT SECURITIES FUND CLASS A) |
4.08%
Jul 2018 – Jul 2021 |
-0.02%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart