Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMMCX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS R6) | NA | 11.81% | -2.56% | 0.57% | NA | NA | NA | … | … |
Data as of 09/01/2023, Common starting date is 02/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMMCX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS R6) | 02/04/2015 | 09/01/2023 |
| 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.81 | -2.56 | 0.57 | NA | NA | NA | … | … | 7.39 | -12.37 | -9.23 | 5.00 | 9.67 | -9.64 | 9.88 | 8.16 | -11.39 |
| Sharpe Ratio | NA | 0.99 | -0.45 | -0.11 | NA | NA | NA | … | … | 0.93 | -1.23 | -1.35 | 0.38 | 1.37 | -1.52 | 1.79 | 0.89 | -1.77 |
| Standard Deviation(%) | NA | 8.11 | 8.81 | 9.12 | NA | NA | NA | … | … | 7.42 | 11.20 | 6.86 | 12.44 | 6.05 | 7.23 | 5.18 | 8.85 | 7.06 |
| Draw Down(%) | NA | 7.44 | 28.68 | 28.68 | NA | NA | NA | … | … | 4.99 | 22.80 | 11.68 | 20.59 | 5.32 | 17.01 | 4.02 | 8.12 | 12.43 |
| Yield(%) | 0.00 | 0.00 | 0.13 | 0.41 | 0.49 | 0.33 | 0.24 | … | … | 0.00 | 0.00 | 0.00 | 0.38 | 1.32 | 0.21 | 3.21 | 0.00 | 0.00 |
Data as of 09/01/2023, Common starting date is 02/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMMCX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS R6) |
-7.95%
Oct 2019 – Oct 2022 |
-5.20%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMMCX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS R6) |
4.34%
Aug 2018 – Aug 2021 |
4.34%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart