Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMHAX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS A) | NA | 22.74% | 3.56% | 4.27% | NA | NA | NA | … | … |
Data as of 10/19/2023, Common starting date is 10/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMHAX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS A) | 10/04/2016 | 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 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.74 | 3.56 | 4.27 | NA | NA | NA | … | … | 19.05 | -11.63 | 2.88 | 2.99 | 8.69 | -0.03 | 6.53 | -2.90 |
| Sharpe Ratio | NA | 0.90 | 0.16 | 0.29 | NA | NA | NA | … | … | 0.87 | -2.61 | 1.25 | 0.34 | 3.88 | -0.69 | 2.37 | -3.26 |
| Standard Deviation(%) | NA | 20.88 | 12.36 | 10.26 | NA | NA | NA | … | … | 23.13 | 5.00 | 2.28 | 7.97 | 1.88 | 1.96 | 2.50 | 3.60 |
| Draw Down(%) | NA | 6.65 | 16.95 | 16.95 | NA | NA | NA | … | … | 6.65 | 16.21 | 1.94 | 12.79 | 1.41 | 2.25 | 1.37 | 4.10 |
| Yield(%) | 0.00 | 3.16 | 2.92 | 2.81 | 1.69 | 1.13 | 0.85 | … | … | 2.04 | 2.85 | 3.52 | 1.89 | 2.49 | 2.49 | 1.27 | 0.00 |
Data as of 10/19/2023, Common starting date is 10/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMHAX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS A) |
-3.61%
Oct 2019 – Oct 2022 |
-0.30%
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 |
|---|---|---|---|---|
| IMHAX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS A) |
5.76%
Feb 2017 – Feb 2020 |
4.25%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart