Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMHCX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS C) | NA | 22.67% | 2.96% | 3.55% | 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 |
|---|---|---|
| IMHCX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS C) | 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 | 22.67 | 2.96 | 3.55 | NA | NA | NA | … | … | 19.09 | -12.22 | 2.00 | 2.08 | 7.74 | -1.01 | 6.26 | -2.90 |
| Sharpe Ratio | NA | 0.89 | 0.11 | 0.21 | NA | NA | NA | … | … | 0.87 | -2.75 | 0.90 | 0.23 | 3.52 | -1.25 | 2.28 | -3.26 |
| Standard Deviation(%) | NA | 21.05 | 12.45 | 10.32 | NA | NA | NA | … | … | 23.33 | 4.96 | 2.20 | 7.95 | 1.80 | 1.86 | 2.48 | 3.60 |
| Draw Down(%) | NA | 6.66 | 17.41 | 17.41 | NA | NA | NA | … | … | 6.66 | 16.60 | 1.94 | 12.79 | 1.41 | 2.92 | 1.38 | 4.10 |
| Yield(%) | 0.00 | 2.38 | 2.10 | 1.91 | 1.15 | 0.77 | 0.57 | … | … | 1.53 | 1.96 | 2.66 | 1.01 | 1.57 | 1.53 | 1.00 | 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 |
|---|---|---|---|---|
| IMHCX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS C) |
-4.43%
Oct 2019 – Oct 2022 |
-1.18%
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 |
|---|---|---|---|---|
| IMHCX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS C) |
4.97%
Feb 2017 – Feb 2020 |
3.47%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart