Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGNBX (IVY NATURAL RESOURCES FUND CLASS B) | NA | 6.18% | -2.37% | -5.12% | -4.88% | -3.83% | 2.48% | … | … |
Data as of 02/14/2022, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGNBX (IVY NATURAL RESOURCES FUND CLASS B) | 12/22/1997 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.18 | -2.37 | -5.12 | -4.88 | -3.83 | 2.48 | … | … | 0.00 | 14.17 | -15.05 | 7.26 | -24.79 | 1.70 | 22.47 | -23.21 | -14.08 | 7.00 | -0.53 | -22.15 | 15.99 | 73.24 | -62.01 | 42.26 | 24.89 | 28.03 | 26.92 | 44.41 | 3.52 | 14.76 | 9.27 | 39.87 | -29.82 | -7.25 |
| Sharpe Ratio | NA | 0.44 | -0.11 | -0.25 | -0.24 | NA | NA | … | … | 0.00 | 0.76 | -0.41 | 0.33 | -1.30 | 0.07 | 0.92 | -0.95 | -0.72 | 0.42 | -0.03 | -0.62 | 0.57 | 1.78 | -0.99 | 1.68 | 1.06 | 1.61 | 1.67 | 3.70 | 0.12 | 0.68 | 0.32 | 1.89 | -1.24 | -0.98 |
| Standard Deviation(%) | NA | 16.81 | 25.82 | 23.08 | 22.20 | NA | NA | … | … | NA | 18.51 | 37.31 | 17.78 | 20.15 | 15.01 | 24.07 | 24.42 | 19.49 | 16.76 | 21.63 | 35.86 | 27.93 | 41.18 | 63.29 | 23.43 | 20.55 | 16.09 | 15.51 | 11.82 | 20.82 | 18.60 | 16.44 | 19.37 | 26.68 | 101.31 |
| Draw Down(%) | NA | 14.14 | 51.84 | 59.48 | 69.46 | NA | NA | … | … | 0.00 | 14.14 | 47.33 | 19.02 | 32.16 | 19.10 | 16.81 | 32.83 | 30.65 | 14.68 | 26.30 | 42.75 | 24.90 | 23.46 | 74.63 | 15.18 | 18.59 | 15.17 | 11.54 | 11.56 | 32.91 | 30.94 | 17.56 | 15.31 | 49.18 | 13.13 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.73 | 5.14 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.53 | 11.99 | 11.19 | 7.52 | 0.00 | 0.00 | 0.00 | 1.62 | 0.25 | 0.00 | 0.49 | 1.68 |
Data as of 02/14/2022, Common starting date is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGNBX (IVY NATURAL RESOURCES FUND CLASS B) |
-19.82%
Mar 2017 – Mar 2020 |
-14.25%
Mar 2015 – Mar 2020 |
-9.07%
Mar 2010 – Mar 2020 |
-3.95%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGNBX (IVY NATURAL RESOURCES FUND CLASS B) |
44.64%
Apr 2003 – Apr 2006 |
34.97%
Oct 2002 – Oct 2007 |
23.24%
Aug 1998 – Aug 2008 |
11.88%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart