Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIPOX (IVY APOLLO STRATEGIC INCOME FUND CLASS I) | NA | 28.57% | 5.93% | 5.68% | NA | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 10/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIPOX (IVY APOLLO STRATEGIC INCOME FUND CLASS I) | 10/12/2015 | 10/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.57 | 5.93 | 5.68 | NA | NA | NA | … | … | 23.19 | -9.78 | 2.64 | 7.55 | 9.25 | -0.29 | 4.61 | 8.01 | -1.90 |
| Sharpe Ratio | NA | 1.36 | 0.40 | 0.48 | NA | NA | NA | … | … | 1.29 | -2.10 | 1.64 | 0.98 | 5.40 | -1.00 | 3.44 | 3.77 | -3.40 |
| Standard Deviation(%) | NA | 18.26 | 10.93 | 9.11 | NA | NA | NA | … | … | 20.28 | 5.35 | 1.59 | 7.42 | 1.45 | 1.60 | 1.16 | 2.07 | 2.45 |
| Draw Down(%) | NA | 2.91 | 14.76 | 15.81 | NA | NA | NA | … | … | 2.91 | 14.08 | 1.47 | 15.81 | 0.70 | 2.20 | 0.78 | 1.54 | 2.80 |
| Yield(%) | 0.00 | 5.21 | 4.52 | 4.71 | 3.60 | 2.40 | 1.80 | … | … | 3.70 | 4.33 | 4.38 | 4.83 | 4.93 | 4.89 | 4.73 | 4.32 | 0.50 |
Data as of 10/16/2023, Common starting date is 10/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIPOX (IVY APOLLO STRATEGIC INCOME FUND CLASS I) |
-0.87%
Oct 2019 – Oct 2022 |
0.87%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIPOX (IVY APOLLO STRATEGIC INCOME FUND CLASS I) |
6.44%
Dec 2018 – Dec 2021 |
5.97%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart