Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGJIX (IVY GOVERNMENT SECURITIES FUND CLASS I) | NA | -41.93% | -20.44% | -11.80% | 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 |
|---|---|---|
| IGJIX (IVY GOVERNMENT SECURITIES FUND CLASS I) | 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 | -41.93 | -20.44 | -11.80 | NA | NA | NA | … | … | -42.98 | 2.43 | -12.74 | -1.79 | 5.29 | 5.70 | 0.61 | -0.22 |
| Sharpe Ratio | NA | -0.89 | -0.76 | -0.57 | NA | NA | NA | … | … | -0.97 | -0.24 | -1.96 | -0.57 | 1.36 | 1.26 | -0.23 | -0.64 |
| Standard Deviation(%) | NA | 51.79 | 30.46 | 23.68 | NA | NA | NA | … | … | 69.10 | 7.81 | 7.23 | 3.16 | 3.71 | 3.40 | 3.03 | 3.03 |
| Draw Down(%) | NA | 43.21 | 50.01 | 50.45 | NA | NA | NA | … | … | 43.19 | 9.28 | 15.61 | 2.58 | 2.75 | 1.95 | 2.84 | 0.98 |
| Yield(%) | 0.00 | 1.47 | 1.11 | 1.13 | 0.87 | 0.58 | 0.43 | … | … | 0.50 | 1.75 | 0.95 | 0.86 | 0.87 | 1.91 | 1.70 | 0.33 |
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 |
|---|---|---|---|---|
| IGJIX (IVY GOVERNMENT SECURITIES FUND CLASS I) |
-20.25%
Jun 2021 – Jun 2024 |
-11.83%
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 |
|---|---|---|---|---|
| IGJIX (IVY GOVERNMENT SECURITIES FUND CLASS I) |
4.36%
Jul 2018 – Jul 2021 |
0.19%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart