Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIRRX (IVY PROSHARES INTEREST RATE HEDGED HIGH YIELD INDEX FUND CLASS R) | NA | -4.42% | 0.89% | 1.13% | 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 |
|---|---|---|
| IIRRX (IVY PROSHARES INTEREST RATE HEDGED HIGH YIELD INDEX FUND CLASS R) | 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 | -4.42 | 0.89 | 1.13 | NA | NA | NA | … | … | -6.46 | 1.51 | -0.18 | 10.87 | -3.18 | 0.92 |
| Sharpe Ratio | NA | -0.65 | 0.05 | 0.04 | NA | NA | NA | … | … | -1.11 | 0.40 | -0.03 | 1.64 | -0.88 | 0.18 |
| Standard Deviation(%) | NA | 7.90 | 10.23 | 8.63 | NA | NA | NA | … | … | 8.52 | 3.72 | 15.50 | 5.78 | 5.15 | 3.54 |
| Draw Down(%) | NA | 9.89 | 24.87 | 24.87 | NA | NA | NA | … | … | 9.89 | 2.60 | 24.87 | 3.64 | 8.40 | 2.56 |
| Yield(%) | 0.00 | 3.76 | 4.21 | 4.41 | 2.24 | 1.50 | 1.12 | … | … | 1.69 | 4.70 | 4.36 | 5.31 | 5.43 | 2.30 |
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 |
|---|---|---|---|---|
| IIRRX (IVY PROSHARES INTEREST RATE HEDGED HIGH YIELD INDEX FUND CLASS R) |
-0.69%
Jun 2017 – Jun 2020 |
0.73%
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 |
|---|---|---|---|---|
| IIRRX (IVY PROSHARES INTEREST RATE HEDGED HIGH YIELD INDEX FUND CLASS R) |
5.21%
Dec 2018 – Dec 2021 |
2.14%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart