Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILIAX (IVY GLOBAL INCOME ALLOCATION FUND CLASS N) | NA | -1.54% | 4.83% | NA | NA | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILIAX (IVY GLOBAL INCOME ALLOCATION FUND CLASS N) | 08/01/2014 | 11/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.30 | -1.54 | 4.83 | NA | NA | NA | NA | … | … | -3.33 | 14.30 | 6.94 | -2.42 | -2.99 |
| Sharpe Ratio | NA | -0.39 | 0.52 | NA | NA | NA | NA | … | … | -0.69 | 2.81 | 0.64 | -0.24 | -0.87 |
| Standard Deviation(%) | NA | 7.14 | 8.08 | NA | NA | NA | NA | … | … | 7.57 | 4.89 | 10.50 | 10.18 | 8.10 |
| Draw Down(%) | NA | 7.62 | 11.11 | NA | NA | NA | NA | … | … | 7.62 | 1.80 | 8.70 | 13.10 | 7.38 |
| Yield(%) | 0.00 | 4.26 | 4.49 | 3.49 | 1.75 | 1.16 | 0.87 | … | … | 2.92 | 4.41 | 4.50 | 4.62 | 2.26 |
Data as of 11/02/2018, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILIAX (IVY GLOBAL INCOME ALLOCATION FUND CLASS N) |
3.62%
Apr 2015 – Apr 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILIAX (IVY GLOBAL INCOME ALLOCATION FUND CLASS N) |
8.41%
Sep 2015 – Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart