Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMACX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS C) | NA | -6.94% | 4.96% | 2.97% | 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 |
|---|---|---|
| IMACX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS C) | 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 | -6.94 | 4.96 | 2.97 | NA | NA | NA | … | … | -1.50 | 0.62 | 8.41 | -12.78 | 10.77 | 3.03 | 14.69 | -5.39 | 9.69 | 6.29 | -0.50 |
| Sharpe Ratio | NA | -1.21 | 0.14 | 0.08 | NA | NA | NA | … | … | -0.59 | -0.38 | 0.55 | -0.86 | 1.75 | 0.14 | 2.59 | -1.02 | 2.68 | 0.83 | -0.33 |
| Standard Deviation(%) | NA | 8.27 | 10.96 | 10.30 | NA | NA | NA | … | … | 8.56 | 7.91 | 8.69 | 16.60 | 6.15 | 20.15 | 5.10 | 6.67 | 3.38 | 7.35 | 6.24 |
| Draw Down(%) | NA | 13.01 | 13.01 | 20.69 | NA | NA | NA | … | … | 8.87 | 7.54 | 8.94 | 20.69 | 3.28 | 29.51 | 3.38 | 9.82 | 1.10 | 5.39 | 4.36 |
| Yield(%) | 0.00 | 1.67 | 5.17 | 4.52 | 4.12 | 2.75 | 2.06 | … | … | 1.72 | 3.48 | 3.12 | 7.10 | 3.83 | 3.21 | 5.12 | 6.50 | 3.15 | 2.66 | 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 |
|---|---|---|---|---|
| IMACX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS C) |
-2.31%
Mar 2017 – Mar 2020 |
0.14%
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 |
|---|---|---|---|---|
| IMACX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS C) |
9.39%
Dec 2018 – Dec 2021 |
6.42%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart