Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGNEX (IVY NATURAL RESOURCES FUND CLASS E) | NA | 37.12% | 12.52% | 5.18% | 1.44% | -1.48% | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGNEX (IVY NATURAL RESOURCES FUND CLASS E) | 04/10/2007 | 07/27/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 37.12 | 12.52 | 5.18 | 1.44 | -1.48 | NA | … | … | 24.22 | 23.30 | -11.88 | 9.84 | -23.55 | 3.40 | 24.38 | -22.11 | -13.13 | 8.27 | 0.47 | -21.44 | 17.11 | 75.02 | -61.53 | 29.24 |
| Sharpe Ratio | NA | 1.73 | 0.45 | 0.19 | 0.05 | NA | NA | … | … | 1.99 | 1.22 | -0.32 | 0.48 | -1.23 | 0.18 | 1.00 | -0.91 | -0.67 | 0.49 | 0.02 | -0.60 | 0.61 | 1.82 | -0.99 | 1.60 |
| Standard Deviation(%) | NA | 21.25 | 27.03 | 23.87 | 22.33 | NA | NA | … | … | 23.32 | 19.13 | 37.23 | 17.71 | 20.19 | 15.07 | 24.13 | 24.36 | 19.52 | 16.79 | 21.57 | 35.85 | 27.92 | 41.16 | 63.22 | 24.50 |
| Draw Down(%) | NA | 13.01 | 47.16 | 57.61 | 66.34 | NA | NA | … | … | 13.01 | 11.06 | 47.12 | 18.32 | 31.14 | 18.40 | 16.77 | 32.21 | 30.32 | 14.55 | 26.07 | 42.52 | 24.57 | 23.34 | 74.56 | 15.19 |
| Yield(%) | 0.00 | 3.16 | 2.07 | 1.20 | 0.61 | 1.61 | 1.33 | … | … | 0.00 | 3.60 | 0.61 | 2.55 | 0.36 | 0.00 | 0.54 | 0.00 | 0.00 | 0.00 | 0.33 | 0.00 | 0.00 | 0.00 | 10.70 | 10.80 |
Data as of 07/27/2022, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGNEX (IVY NATURAL RESOURCES FUND CLASS E) |
-18.22%
Mar 2017 – Mar 2020 |
-12.87%
Feb 2011 – Feb 2016 |
-7.77%
Mar 2010 – Mar 2020 |
-1.49%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGNEX (IVY NATURAL RESOURCES FUND CLASS E) |
23.73%
Feb 2009 – Feb 2012 |
13.07%
Feb 2009 – Feb 2014 |
3.13%
Nov 2008 – Nov 2018 |
-1.31%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison Chart