Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIFBX (IVY INTERNATIONAL CORE EQUITY FUND CLASS B) | NA | 5.37% | 8.35% | 5.57% | 5.68% | 3.55% | 6.27% | … | … |
Data as of 02/14/2022, Common starting date is 08/19/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIFBX (IVY INTERNATIONAL CORE EQUITY FUND CLASS B) | 08/19/1997 | 02/14/2022 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.37 | 8.35 | 5.57 | 5.68 | 3.55 | 6.27 | … | … | 0.00 | 10.74 | 6.19 | 17.38 | -18.57 | 21.63 | 0.40 | -1.69 | 0.25 | 23.38 | 12.53 | -14.76 | 12.43 | 42.90 | -42.07 | 17.49 | 25.17 | 23.62 | 15.48 | 26.23 | -18.39 | -17.83 | -7.89 | 26.81 | 5.85 | -10.34 |
| Sharpe Ratio | NA | 0.55 | 0.40 | 0.28 | 0.33 | NA | NA | … | … | 0.00 | 0.83 | 0.20 | 1.48 | -1.32 | 2.55 | 0.01 | -0.11 | 0.02 | 2.04 | 0.78 | -0.56 | 0.58 | 1.58 | -1.08 | 0.78 | 1.50 | 2.12 | 1.08 | 2.01 | -0.95 | -1.14 | -0.90 | 2.15 | 0.13 | -1.49 |
| Standard Deviation(%) | NA | 11.72 | 19.61 | 17.14 | 15.85 | NA | NA | … | … | NA | 12.88 | 29.95 | 10.77 | 15.05 | 8.28 | 17.93 | 15.36 | 10.95 | 11.43 | 16.21 | 26.33 | 21.10 | 27.10 | 39.78 | 18.55 | 14.62 | 10.12 | 13.47 | 12.71 | 20.43 | 17.91 | 13.19 | 11.00 | 19.60 | 19.46 |
| Draw Down(%) | NA | 8.40 | 35.63 | 41.99 | 41.99 | NA | NA | … | … | 0.00 | 8.40 | 35.63 | 7.64 | 26.54 | 4.03 | 15.16 | 18.71 | 12.45 | 8.52 | 16.95 | 26.89 | 17.76 | 22.84 | 53.27 | 11.98 | 16.60 | 8.57 | 11.72 | 15.35 | 30.99 | 33.12 | 16.94 | 8.15 | 29.24 | 15.37 |
| Yield(%) | 0.00 | 0.00 | 0.86 | 2.30 | 3.08 | 2.63 | 4.20 | … | … | 0.00 | 0.00 | 0.47 | 2.26 | 7.29 | 0.53 | 0.89 | 0.41 | 11.13 | 1.59 | 0.78 | 2.50 | 0.44 | 0.22 | 2.36 | 9.02 | 5.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.17 | 0.24 | 0.36 | 0.36 | 0.00 |
Data as of 02/14/2022, Common starting date is 08/19/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIFBX (IVY INTERNATIONAL CORE EQUITY FUND CLASS B) |
-15.90%
Mar 2000 – Mar 2003 |
-7.80%
Mar 1998 – Mar 2003 |
0.35%
Feb 1999 – Feb 2009 |
3.34%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIFBX (IVY INTERNATIONAL CORE EQUITY FUND CLASS B) |
29.35%
Oct 2004 – Oct 2007 |
23.69%
Oct 2002 – Oct 2007 |
10.18%
Mar 2003 – Mar 2013 |
9.32%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart