Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMHYX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS Y) | NA | 22.19% | 3.55% | 4.25% | NA | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 10/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMHYX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS Y) | 10/04/2016 | 10/16/2023 |
| 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 | 22.19 | 3.55 | 4.25 | NA | NA | NA | … | … | 19.04 | -11.64 | 2.89 | 2.99 | 8.69 | -0.02 | 6.47 | -2.90 |
| Sharpe Ratio | NA | 0.88 | 0.16 | 0.28 | NA | NA | NA | … | … | 0.88 | -2.61 | 1.25 | 0.34 | 3.88 | -0.68 | 2.35 | -3.26 |
| Standard Deviation(%) | NA | 20.87 | 12.38 | 10.26 | NA | NA | NA | … | … | 23.30 | 5.02 | 2.28 | 7.97 | 1.88 | 1.96 | 2.50 | 3.60 |
| Draw Down(%) | NA | 6.54 | 16.87 | 16.87 | NA | NA | NA | … | … | 6.54 | 16.13 | 1.94 | 12.79 | 1.41 | 2.25 | 1.39 | 4.10 |
| Yield(%) | 0.00 | 3.14 | 2.91 | 2.80 | 1.68 | 1.12 | 0.84 | … | … | 2.04 | 2.83 | 3.52 | 1.89 | 2.49 | 2.50 | 1.21 | 0.00 |
Data as of 10/16/2023, 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 |
|---|---|---|---|---|
| IMHYX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS Y) |
-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 |
|---|---|---|---|---|
| IMHYX (IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND CLASS Y) |
5.75%
Feb 2017 – Feb 2020 |
4.24%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart