Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IICEX (IVY INTERNATIONAL CORE EQUITY FUND CLASS E) | NA | -13.03% | 3.36% | 1.06% | 5.56% | 3.10% | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IICEX (IVY INTERNATIONAL CORE EQUITY 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 | -13.03 | 3.36 | 1.06 | 5.56 | 3.10 | NA | … | … | -14.77 | 13.65 | 7.12 | 18.43 | -17.93 | 22.67 | 1.27 | -0.46 | 0.85 | 24.34 | 13.54 | -14.04 | 13.45 | 44.29 | -41.78 | 11.14 |
| Sharpe Ratio | NA | -0.73 | 0.14 | 0.02 | 0.32 | NA | NA | … | … | -1.16 | 1.03 | 0.23 | 1.58 | -1.29 | 2.66 | 0.06 | -0.03 | 0.08 | 2.13 | 0.85 | -0.53 | 0.63 | 1.62 | -1.07 | 0.64 |
| Standard Deviation(%) | NA | 18.37 | 21.47 | 18.47 | 16.17 | NA | NA | … | … | 21.90 | 13.18 | 29.94 | 10.70 | 14.97 | 8.31 | 17.92 | 15.40 | 10.93 | 11.40 | 16.09 | 26.31 | 21.04 | 27.20 | 39.81 | 19.69 |
| Draw Down(%) | NA | 20.40 | 35.53 | 40.92 | 40.92 | NA | NA | … | … | 20.40 | 7.97 | 35.53 | 7.56 | 25.99 | 3.95 | 15.12 | 18.52 | 12.25 | 8.49 | 16.81 | 26.59 | 17.61 | 22.64 | 53.18 | 11.93 |
| Yield(%) | 0.00 | 2.46 | 2.19 | 2.82 | 4.05 | 3.07 | 2.35 | … | … | 0.00 | 2.72 | 1.06 | 2.75 | 7.08 | 1.17 | 1.55 | 1.35 | 10.61 | 2.14 | 1.48 | 2.81 | 0.98 | 1.16 | 2.32 | 8.49 |
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 |
|---|---|---|---|---|
| IICEX (IVY INTERNATIONAL CORE EQUITY FUND CLASS E) |
-7.95%
Jun 2007 – Jun 2010 |
-3.65%
Oct 2007 – Oct 2012 |
2.28%
Mar 2010 – Mar 2020 |
2.89%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IICEX (IVY INTERNATIONAL CORE EQUITY FUND CLASS E) |
22.85%
Feb 2009 – Feb 2012 |
18.93%
Feb 2009 – Feb 2014 |
10.18%
Feb 2009 – Feb 2019 |
3.29%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison Chart