Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGNRX (IVY NATURAL RESOURCES FUND CLASS R) | 20.58% | 55.51% | 20.85% | 14.86% | 7.44% | 1.78% | 2.21% | … | … |
Data as of 06/04/2026, Common starting date is 01/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGNRX (IVY NATURAL RESOURCES FUND CLASS R) | 01/17/2006 | 06/04/2026 |
| 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.13 | 55.51 | 20.85 | 14.86 | 7.44 | 1.78 | 2.21 | … | … | 20.58 | 37.64 | -0.74 | 0.99 | 17.26 | 26.23 | -12.38 | 9.30 | -23.84 | 2.86 | 23.77 | -22.50 | -13.46 | 7.79 | 0.12 | -21.68 | 16.77 | 74.45 | -61.69 | 43.01 | 16.24 |
| Sharpe Ratio | NA | 3.08 | 0.89 | 0.57 | 0.26 | NA | NA | … | … | 2.40 | 1.63 | -0.24 | -0.14 | 0.53 | 1.38 | -0.34 | 0.44 | -1.26 | 0.15 | 0.98 | -0.92 | -0.69 | 0.46 | 0.00 | -0.61 | 0.60 | 1.80 | -0.99 | 1.71 | 0.66 |
| Standard Deviation(%) | NA | 17.30 | 19.38 | 21.97 | 22.66 | NA | NA | … | … | 19.65 | 21.48 | 17.80 | 19.03 | 30.15 | 19.00 | 37.37 | 17.68 | 20.15 | 15.02 | 24.06 | 24.41 | 19.51 | 16.81 | 21.63 | 35.83 | 27.99 | 41.23 | 63.20 | 23.42 | 20.53 |
| Draw Down(%) | NA | 5.90 | 23.06 | 24.75 | 57.99 | NA | NA | … | … | 5.90 | 19.48 | 13.27 | 15.69 | 24.75 | 11.09 | 47.17 | 18.51 | 31.39 | 18.67 | 16.78 | 32.41 | 30.47 | 14.60 | 26.17 | 42.58 | 24.69 | 23.36 | 74.54 | 15.16 | 18.55 |
| Yield(%) | 0.00 | 0.00 | 2.29 | 2.42 | 1.40 | 0.59 | 2.12 | … | … | 0.00 | 0.00 | 4.94 | 1.63 | 2.21 | 2.93 | 0.34 | 1.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.96 | 13.05 | 10.55 |
Data as of 06/04/2026, Common starting date is 01/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGNRX (IVY NATURAL RESOURCES FUND CLASS R) |
-18.57%
Mar 2017 – Mar 2020 |
-13.22%
Feb 2011 – Feb 2016 |
-8.16%
Mar 2010 – Mar 2020 |
-4.38%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGNRX (IVY NATURAL RESOURCES FUND CLASS R) |
28.05%
Mar 2020 – Mar 2023 |
17.76%
Feb 2021 – Feb 2026 |
9.28%
Feb 2016 – Feb 2026 |
3.19%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart