Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMAAX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS A) | NA | -6.60% | 5.61% | 3.69% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMAAX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS A) | 10/02/2015 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.60 | 5.61 | 3.69 | NA | NA | NA | … | … | -1.33 | 1.43 | 9.25 | -12.12 | 11.61 | 3.85 | 15.52 | -4.71 | 10.49 | 7.10 | -0.70 |
| Sharpe Ratio | NA | -1.17 | 0.20 | 0.15 | NA | NA | NA | … | … | -0.57 | -0.28 | 0.66 | -0.82 | 1.90 | 0.18 | 2.77 | -0.92 | 2.90 | 0.93 | -0.45 |
| Standard Deviation(%) | NA | 8.24 | 10.88 | 10.25 | NA | NA | NA | … | … | 8.54 | 7.74 | 8.61 | 16.58 | 6.09 | 20.21 | 5.07 | 6.65 | 3.41 | 7.44 | 6.44 |
| Draw Down(%) | NA | 12.64 | 12.64 | 20.17 | NA | NA | NA | … | … | 8.76 | 7.46 | 8.75 | 20.17 | 3.19 | 29.42 | 3.37 | 9.24 | 1.10 | 5.21 | 4.56 |
| Yield(%) | 0.00 | 2.13 | 5.89 | 5.29 | 4.83 | 3.22 | 2.42 | … | … | 2.00 | 4.29 | 4.13 | 7.69 | 4.65 | 3.92 | 5.92 | 7.22 | 3.92 | 3.23 | 0.00 |
Data as of 09/23/2025, Common starting date is 10/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMAAX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS A) |
-1.61%
Mar 2017 – Mar 2020 |
0.92%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMAAX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS A) |
10.22%
Dec 2018 – Dec 2021 |
7.21%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart