Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIIRX (IVY PROSHARES INTEREST RATE HEDGED HIGH YIELD INDEX FUND CLASS I) | NA | -3.67% | 1.67% | 1.90% | NA | NA | NA | … | … |
Data as of 10/04/2022, Common starting date is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIIRX (IVY PROSHARES INTEREST RATE HEDGED HIGH YIELD INDEX FUND CLASS I) | 04/25/2017 | 10/04/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.67 | 1.67 | 1.90 | NA | NA | NA | … | … | -5.90 | 1.64 | 0.63 | 11.79 | -2.48 | 1.19 |
| Sharpe Ratio | NA | -0.55 | 0.12 | 0.13 | NA | NA | NA | … | … | -1.02 | 0.43 | 0.03 | 1.79 | -0.74 | 0.28 |
| Standard Deviation(%) | NA | 7.92 | 10.24 | 8.64 | NA | NA | NA | … | … | 8.53 | 3.74 | 15.52 | 5.81 | 5.13 | 3.65 |
| Draw Down(%) | NA | 9.63 | 24.78 | 24.78 | NA | NA | NA | … | … | 9.63 | 2.60 | 24.78 | 3.57 | 8.24 | 2.56 |
| Yield(%) | 0.00 | 5.39 | 5.23 | 5.26 | 2.68 | 1.79 | 1.34 | … | … | 3.03 | 5.53 | 5.09 | 6.07 | 6.15 | 2.57 |
Data as of 10/04/2022, Common starting date is 04/25/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIIRX (IVY PROSHARES INTEREST RATE HEDGED HIGH YIELD INDEX FUND CLASS I) |
0.02%
Jun 2017 – Jun 2020 |
1.50%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIIRX (IVY PROSHARES INTEREST RATE HEDGED HIGH YIELD INDEX FUND CLASS I) |
6.04%
Dec 2018 – Dec 2021 |
2.88%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart