Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMHIX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS I) | NA | 23.00% | 4.39% | 4.86% | 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 |
|---|---|---|
| IMHIX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS I) | 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 | 23.00 | 4.39 | 4.86 | NA | NA | NA | … | … | 19.24 | -10.97 | 4.38 | 3.20 | 8.90 | 0.16 | 6.60 | -2.90 |
| Sharpe Ratio | NA | 0.91 | 0.23 | 0.34 | NA | NA | NA | … | … | 0.88 | -2.51 | 1.81 | 0.37 | 3.95 | -0.58 | 2.40 | -3.26 |
| Standard Deviation(%) | NA | 20.88 | 12.36 | 10.26 | NA | NA | NA | … | … | 23.13 | 4.94 | 2.41 | 7.97 | 1.90 | 1.98 | 2.50 | 3.60 |
| Draw Down(%) | NA | 6.43 | 16.20 | 16.20 | NA | NA | NA | … | … | 6.43 | 15.63 | 1.94 | 12.79 | 1.41 | 2.21 | 1.36 | 4.10 |
| Yield(%) | 0.00 | 3.37 | 3.72 | 3.39 | 2.00 | 1.33 | 1.00 | … | … | 2.20 | 3.55 | 4.97 | 2.09 | 2.69 | 2.69 | 1.34 | 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 |
|---|---|---|---|---|
| IMHIX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS I) |
-2.83%
Oct 2019 – Oct 2022 |
0.25%
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 |
|---|---|---|---|---|
| IMHIX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS I) |
5.93%
Feb 2017 – Feb 2020 |
4.65%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart