Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGNIX (IVY NATURAL RESOURCES FUND CLASS I) | 15.52% | 48.55% | 19.67% | 14.53% | 7.54% | 2.04% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGNIX (IVY NATURAL RESOURCES FUND CLASS I) | 04/10/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.26 | 48.55 | 19.67 | 14.53 | 7.54 | 2.04 | NA | … | … | 15.52 | 38.26 | -0.21 | 1.46 | 17.95 | 26.98 | -11.85 | 9.89 | -23.36 | 3.41 | 24.51 | -22.07 | -12.95 | 8.46 | 0.69 | -21.20 | 17.37 | 75.86 | -61.50 | 30.33 |
| Sharpe Ratio | NA | 3.12 | 0.92 | 0.60 | 0.28 | NA | NA | … | … | 2.44 | 1.66 | -0.22 | -0.12 | 0.55 | 1.42 | -0.32 | 0.47 | -1.23 | 0.18 | 1.01 | -0.90 | -0.67 | 0.50 | 0.03 | -0.59 | 0.62 | 1.84 | -0.98 | 1.66 |
| Standard Deviation(%) | NA | 17.30 | 19.36 | 21.99 | 22.68 | NA | NA | … | … | 19.67 | 21.40 | 17.77 | 19.10 | 30.22 | 19.02 | 37.38 | 17.76 | 20.22 | 15.03 | 24.04 | 24.44 | 19.50 | 16.81 | 21.66 | 35.86 | 27.92 | 41.17 | 63.29 | 24.53 |
| Draw Down(%) | NA | 5.92 | 22.71 | 24.72 | 57.44 | NA | NA | … | … | 5.92 | 19.38 | 12.99 | 15.53 | 24.72 | 11.08 | 47.05 | 18.34 | 31.03 | 18.41 | 16.74 | 32.16 | 30.30 | 14.54 | 26.04 | 42.48 | 24.50 | 23.24 | 74.49 | 15.13 |
| Yield(%) | 0.00 | 0.00 | 2.54 | 2.73 | 1.78 | 0.80 | 1.66 | … | … | 0.00 | 0.00 | 5.28 | 2.01 | 2.51 | 3.39 | 0.58 | 2.75 | 0.43 | 0.00 | 0.65 | 0.00 | 0.00 | 0.00 | 0.60 | 0.00 | 0.00 | 0.39 | 11.02 | 12.02 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| IGNIX (IVY NATURAL RESOURCES FUND CLASS I) |
-18.14%
Mar 2017 – Mar 2020 |
-12.71%
Feb 2011 – Feb 2016 |
-7.63%
Mar 2010 – Mar 2020 |
-3.82%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGNIX (IVY NATURAL RESOURCES FUND CLASS I) |
28.80%
Mar 2020 – Mar 2023 |
18.38%
Feb 2021 – Feb 2026 |
9.88%
Feb 2016 – Feb 2026 |
3.80%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart