Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMAYX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS Y) | NA | -6.49% | 5.64% | 3.71% | 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 |
|---|---|---|
| IMAYX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS Y) | 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 | -6.49 | 5.64 | 3.71 | NA | NA | NA | … | … | -1.32 | 1.45 | 9.19 | -12.14 | 11.85 | 3.90 | 15.42 | -4.57 | 10.56 | 7.15 | -0.70 |
| Sharpe Ratio | NA | -1.16 | 0.20 | 0.15 | NA | NA | NA | … | … | -0.57 | -0.27 | 0.65 | -0.83 | 1.93 | 0.18 | 2.70 | -0.90 | 2.93 | 0.93 | -0.44 |
| Standard Deviation(%) | NA | 8.22 | 10.90 | 10.26 | NA | NA | NA | … | … | 8.50 | 7.95 | 8.59 | 16.50 | 6.14 | 20.12 | 5.17 | 6.63 | 3.39 | 7.47 | 6.55 |
| Draw Down(%) | NA | 12.71 | 12.71 | 20.21 | NA | NA | NA | … | … | 8.74 | 7.44 | 8.74 | 20.21 | 3.27 | 29.33 | 3.28 | 9.12 | 1.10 | 5.21 | 4.56 |
| Yield(%) | 0.00 | 2.14 | 5.84 | 5.28 | 4.85 | 3.23 | 2.43 | … | … | 2.01 | 4.29 | 3.98 | 7.72 | 4.68 | 3.98 | 5.93 | 7.25 | 3.98 | 3.28 | 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 |
|---|---|---|---|---|
| IMAYX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS Y) |
-1.54%
Mar 2017 – Mar 2020 |
0.96%
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 |
|---|---|---|---|---|
| IMAYX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS Y) |
10.28%
Dec 2018 – Dec 2021 |
7.27%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart