Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGJBX (IVY GOVERNMENT SECURITIES FUND CLASS B) | NA | -2.41% | 1.68% | NA | NA | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 10/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGJBX (IVY GOVERNMENT SECURITIES FUND CLASS B) | 10/18/2017 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.41 | 1.68 | NA | NA | NA | NA | … | … | 0.00 | -2.96 | 3.94 | 4.17 | -0.55 | -0.55 |
| Sharpe Ratio | NA | -0.82 | 0.34 | NA | NA | NA | NA | … | … | NA | -0.98 | 1.01 | 0.82 | -0.63 | -1.23 |
| Standard Deviation(%) | NA | 3.03 | 3.33 | NA | NA | NA | NA | … | … | NA | 3.04 | 3.66 | 3.36 | 2.97 | 2.93 |
| Draw Down(%) | NA | 3.15 | 4.97 | NA | NA | NA | NA | … | … | NA | 3.48 | 2.75 | 1.95 | 3.42 | 1.10 |
| Yield(%) | 0.00 | 0.04 | 0.21 | 0.23 | 0.12 | 0.08 | 0.06 | … | … | 0.00 | 0.04 | 0.16 | 0.41 | 0.55 | 0.00 |
Data as of 01/07/2022, 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 |
|---|---|---|---|---|
| IGJBX (IVY GOVERNMENT SECURITIES FUND CLASS B) |
1.68%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGJBX (IVY GOVERNMENT SECURITIES FUND CLASS B) |
2.98%
Jul 2018 – Jul 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart