Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIREX (IVY PROSHARES INTEREST RATE HEDGED HIGH YIELD INDEX FUND CLASS E) | NA | -0.16% | 1.61% | 2.17% | NA | NA | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIREX (IVY PROSHARES INTEREST RATE HEDGED HIGH YIELD INDEX FUND CLASS E) | 04/25/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.16 | 1.61 | 2.17 | NA | NA | NA | … | … | -3.52 | 1.71 | 0.41 | 11.41 | -2.73 | 1.10 |
| Sharpe Ratio | NA | -0.08 | 0.12 | 0.17 | NA | NA | NA | … | … | -0.87 | 0.47 | 0.01 | 1.70 | -0.78 | 0.24 |
| Standard Deviation(%) | NA | 6.58 | 10.05 | 8.45 | NA | NA | NA | … | … | 7.79 | 3.60 | 15.55 | 5.87 | 5.18 | 3.71 |
| Draw Down(%) | NA | 6.55 | 24.79 | 24.79 | NA | NA | NA | … | … | 6.55 | 2.50 | 24.79 | 3.59 | 8.30 | 2.56 |
| Yield(%) | 0.00 | 4.88 | 4.83 | 4.91 | 2.48 | 1.65 | 1.24 | … | … | 1.86 | 5.36 | 4.90 | 5.81 | 5.90 | 2.48 |
Data as of 07/27/2022, 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 |
|---|---|---|---|---|
| IIREX (IVY PROSHARES INTEREST RATE HEDGED HIGH YIELD INDEX FUND CLASS E) |
-0.22%
Jun 2017 – Jun 2020 |
2.33%
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 |
|---|---|---|---|---|
| IIREX (IVY PROSHARES INTEREST RATE HEDGED HIGH YIELD INDEX FUND CLASS E) |
5.82%
Dec 2018 – Dec 2021 |
2.67%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart