Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGJCX (IVY GOVERNMENT SECURITIES FUND CLASS C) | NA | -42.19% | -20.97% | -12.54% | 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 |
|---|---|---|
| IGJCX (IVY GOVERNMENT SECURITIES FUND CLASS C) | 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 | -42.19 | -20.97 | -12.54 | NA | NA | NA | … | … | -43.06 | 1.81 | -13.29 | -2.91 | 4.12 | 4.45 | -0.47 | -0.48 |
| Sharpe Ratio | NA | -0.89 | -0.77 | -0.60 | NA | NA | NA | … | … | -0.97 | -0.31 | -1.98 | -0.94 | 1.06 | 0.91 | -0.60 | -1.10 |
| Standard Deviation(%) | NA | 52.01 | 30.60 | 23.78 | NA | NA | NA | … | … | 69.36 | 8.02 | 7.44 | 3.11 | 3.66 | 3.37 | 2.96 | 2.95 |
| Draw Down(%) | NA | 43.32 | 50.92 | 51.92 | NA | NA | NA | … | … | 43.24 | 9.55 | 16.01 | 3.28 | 2.75 | 1.95 | 3.38 | 1.07 |
| Yield(%) | 0.00 | 1.03 | 0.54 | 0.44 | 0.33 | 0.22 | 0.16 | … | … | 0.36 | 1.16 | 0.20 | 0.17 | 0.16 | 0.69 | 0.64 | 0.07 |
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 |
|---|---|---|---|---|
| IGJCX (IVY GOVERNMENT SECURITIES FUND CLASS C) |
-20.78%
Jun 2021 – Jun 2024 |
-12.58%
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 |
|---|---|---|---|---|
| IGJCX (IVY GOVERNMENT SECURITIES FUND CLASS C) |
3.16%
Jul 2018 – Jul 2021 |
-0.81%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart