Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMCRX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS R) | NA | 2.30% | 4.98% | NA | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMCRX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS R) | 04/25/2017 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 2.30 | 4.98 | NA | NA | NA | NA | … | … | -6.27 | 25.34 | -10.03 | 12.76 |
| Sharpe Ratio | NA | 0.04 | 0.19 | NA | NA | NA | NA | … | … | -0.30 | 2.12 | -0.75 | 2.93 |
| Standard Deviation(%) | NA | 31.01 | 20.64 | NA | NA | NA | NA | … | … | 43.94 | 11.32 | 15.21 | 6.27 |
| Draw Down(%) | NA | 33.59 | 33.59 | NA | NA | NA | NA | … | … | 33.59 | 6.50 | 20.24 | 1.95 |
| Yield(%) | 0.00 | 1.04 | 0.91 | 0.56 | 0.28 | 0.19 | 0.14 | … | … | 0.13 | 1.32 | 0.84 | 0.40 |
Data as of 06/19/2020, Common starting date is 04/25/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMCRX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS R) |
4.33%
May 2017 – May 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMCRX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS R) |
4.33%
May 2017 – May 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart