Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IGNYX (IVY NATURAL RESOURCES FUND CLASS Y) | 3.77% | -5.66% | 1.57% | 12.72% | 0.61% | 0.67% | 2.46% | 4.81% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGNYX (IVY NATURAL RESOURCES FUND CLASS Y) | 07/31/2003 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 07/31/2003.
AR inception is since 07/31/2003.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.77 | -5.66 | 1.57 | 12.72 | 0.61 | 0.67 | 2.46 | 4.81 | 3.77 | -0.52 | 1.26 | 17.73 | 26.58 | -12.08 | 9.70 | -23.57 | 3.21 | 24.14 | -22.20 | -13.16 | 8.19 | 0.48 | -21.39 | 17.19 | 75.34 | -61.52 | 43.48 | 26.10 | 29.45 | 28.46 | 32.72 |
| Sharpe Ratio | NA | -0.61 | -0.12 | 0.43 | -0.06 | NA | NA | 0.12 | -0.01 | -0.40 | -0.16 | 0.54 | 1.40 | -0.33 | 0.47 | -1.24 | 0.17 | 0.99 | -0.91 | -0.68 | 0.49 | 0.02 | -0.60 | 0.61 | 1.83 | -0.99 | 1.73 | 1.11 | 1.70 | 1.78 | 9.51 |
| Standard Deviation(%) | NA | 22.59 | 23.38 | 22.45 | 23.67 | NA | NA | 27.28 | 29.41 | 17.76 | 19.08 | 30.21 | 18.99 | 37.33 | 17.68 | 20.13 | 15.00 | 24.11 | 24.36 | 19.51 | 16.80 | 21.65 | 35.87 | 27.90 | 41.11 | 63.20 | 23.45 | 20.57 | 16.07 | 15.47 | 10.03 |
| Draw Down(%) | NA | 22.89 | 24.73 | 24.73 | 59.11 | NA | NA | 76.70 | 19.44 | 13.15 | 15.67 | 24.73 | 11.09 | 47.08 | 18.41 | 31.16 | 18.42 | 16.77 | 32.25 | 30.40 | 14.52 | 26.04 | 42.50 | 24.53 | 23.26 | 74.50 | 15.14 | 18.53 | 15.01 | 11.46 | 2.26 |
| Yield(%) | 0.00 | 4.66 | 2.91 | 3.81 | 1.30 | 0.92 | 3.67 | 5.77 | 0.00 | 5.13 | 1.82 | 2.32 | 3.18 | 0.49 | 2.37 | 0.21 | 0.00 | 0.38 | 0.00 | 0.00 | 0.00 | 0.40 | 0.00 | 0.00 | 0.18 | 10.99 | 13.31 | 11.32 | 7.21 | 0.42 | 0.48 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGNYX (IVY NATURAL RESOURCES FUND CLASS Y) |
-18.32%
Mar 2017 - Mar 2020 |
-12.90%
Feb 2011 - Feb 2016 |
-7.83%
Mar 2010 - Mar 2020 |
-4.03%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGNYX (IVY NATURAL RESOURCES FUND CLASS Y) |
36.72%
Oct 2004 - Oct 2007 |
26.83%
Aug 2003 - Aug 2008 |
8.98%
Sep 2003 - Sep 2013 |
5.05%
Sep 2003 - Sep 2018 |
Annualized Rolling Returns Comparison Chart