Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILMDX (IVY LIMITED-TERM BOND FUND CLASS N) | NA | 38.89% | 9.76% | 7.71% | NA | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILMDX (IVY LIMITED-TERM BOND FUND CLASS N) | 08/01/2014 | 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 38.89 | 9.76 | 7.71 | NA | NA | NA | … | … | 36.63 | -3.87 | 0.06 | 4.18 | 4.50 | 1.12 | 2.13 | 2.41 | 0.87 | -0.20 |
| Sharpe Ratio | NA | 1.19 | 0.48 | 0.48 | NA | NA | NA | … | … | 1.34 | -2.04 | 0.03 | 1.99 | 1.74 | -0.15 | 0.98 | 1.27 | 0.45 | -0.31 |
| Standard Deviation(%) | NA | 29.45 | 17.07 | 13.27 | NA | NA | NA | … | … | 33.13 | 2.59 | 1.11 | 1.97 | 1.77 | 1.29 | 1.53 | 1.74 | 1.89 | 1.60 |
| Draw Down(%) | NA | 1.40 | 6.34 | 6.34 | NA | NA | NA | … | … | 1.40 | 5.71 | 0.90 | 3.26 | 1.00 | 1.07 | 0.67 | 1.86 | 1.04 | 0.73 |
| Yield(%) | 0.00 | 2.81 | 1.99 | 2.17 | 1.86 | 1.24 | 0.93 | … | … | 2.12 | 1.90 | 1.68 | 1.94 | 2.39 | 2.29 | 2.12 | 2.04 | 1.80 | 0.62 |
Data as of 10/16/2023, 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 |
|---|---|---|---|---|
| ILMDX (IVY LIMITED-TERM BOND FUND CLASS N) |
-0.42%
Jun 2020 – Jun 2023 |
0.86%
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 |
|---|---|---|---|---|
| ILMDX (IVY LIMITED-TERM BOND FUND CLASS N) |
9.76%
Sep 2020 – Sep 2023 |
7.67%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart