Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILTIX (IVY LIMITED-TERM BOND FUND CLASS I) | NA | 38.98% | 9.74% | 7.64% | 4.39% | 4.26% | NA | … | … |
Data as of 10/19/2023, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILTIX (IVY LIMITED-TERM BOND FUND CLASS I) | 04/10/2007 | 10/19/2023 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 38.98 | 9.74 | 7.64 | 4.39 | 4.26 | NA | … | … | 36.45 | -3.67 | -0.05 | 4.01 | 4.35 | 0.94 | 1.96 | 2.26 | 0.83 | 1.25 | -0.48 | 2.93 | 3.24 | 3.69 | 6.30 | 7.83 | 4.26 |
| Sharpe Ratio | NA | 1.21 | 0.49 | 0.48 | 0.38 | NA | NA | … | … | 1.34 | -1.94 | -0.06 | 1.91 | 1.63 | -0.35 | 0.87 | 1.19 | 0.42 | 0.85 | -0.26 | 1.93 | 1.46 | 1.42 | 1.80 | 1.78 | 1.17 |
| Standard Deviation(%) | NA | 29.32 | 16.98 | 13.21 | 9.40 | NA | NA | … | … | 32.74 | 2.63 | 1.12 | 1.96 | 1.76 | 1.26 | 1.51 | 1.72 | 1.88 | 1.46 | 1.93 | 1.50 | 2.20 | 2.53 | 3.45 | 3.84 | 2.51 |
| Draw Down(%) | NA | 1.40 | 5.99 | 5.99 | 5.99 | NA | NA | … | … | 1.40 | 5.52 | 0.90 | 3.26 | 1.00 | 1.11 | 0.71 | 1.88 | 1.05 | 0.73 | 3.24 | 0.80 | 1.08 | 2.49 | 1.38 | 1.91 | 1.57 |
| Yield(%) | 0.00 | 2.82 | 1.75 | 1.96 | 1.92 | 2.33 | 2.04 | … | … | 2.12 | 1.72 | 1.20 | 1.77 | 2.25 | 2.13 | 1.95 | 1.89 | 1.75 | 1.80 | 2.21 | 2.28 | 2.84 | 2.94 | 3.61 | 3.57 | 2.43 |
Data as of 10/19/2023, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILTIX (IVY LIMITED-TERM BOND FUND CLASS I) |
-0.42%
Jun 2020 – Jun 2023 |
0.78%
Oct 2017 – Oct 2022 |
0.99%
Oct 2012 – Oct 2022 |
2.18%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILTIX (IVY LIMITED-TERM BOND FUND CLASS I) |
9.74%
Sep 2020 – Sep 2023 |
7.58%
Sep 2018 – Sep 2023 |
4.42%
Sep 2013 – Sep 2023 |
4.25%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison Chart