Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMBNX (IVY MUNICIPAL BOND FUND CLASS N) | NA | 6.80% | -1.94% | 0.62% | NA | NA | NA | … | … |
Data as of 10/19/2023, Common starting date is 07/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMBNX (IVY MUNICIPAL BOND FUND CLASS N) | 07/10/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.80 | -1.94 | 0.62 | NA | NA | NA | … | … | 3.32 | -12.38 | 2.12 | 4.18 | 5.34 | 1.26 | 1.38 |
| Sharpe Ratio | NA | 0.48 | -0.74 | -0.15 | NA | NA | NA | … | … | -0.01 | -2.26 | 0.97 | 0.61 | 2.43 | -0.04 | 1.34 |
| Standard Deviation(%) | NA | 5.89 | 4.80 | 4.78 | NA | NA | NA | … | … | 5.72 | 6.11 | 2.15 | 6.49 | 1.62 | 1.44 | 1.59 |
| Draw Down(%) | NA | 4.77 | 17.77 | 17.77 | NA | NA | NA | … | … | 4.77 | 17.15 | 1.99 | 9.59 | 1.51 | 1.23 | 0.84 |
| Yield(%) | 0.00 | 4.27 | 3.36 | 3.35 | 2.04 | 1.36 | 1.02 | … | … | 2.90 | 3.44 | 3.51 | 2.67 | 3.29 | 3.73 | 1.46 |
Data as of 10/19/2023, Common starting date is 07/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMBNX (IVY MUNICIPAL BOND FUND CLASS N) |
-3.76%
Oct 2019 – Oct 2022 |
-1.03%
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 |
|---|---|---|---|---|
| IMBNX (IVY MUNICIPAL BOND FUND CLASS N) |
4.06%
Jul 2018 – Jul 2021 |
0.83%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart