Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMURX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS R6) | NA | -6.34% | 5.92% | 4.04% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMURX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS R6) | 10/02/2015 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.34 | 5.92 | 4.04 | NA | NA | NA | … | … | -1.22 | 1.78 | 9.49 | -11.69 | 12.08 | 4.31 | 16.02 | -4.16 | 10.99 | 7.38 | -0.60 |
| Sharpe Ratio | NA | -1.15 | 0.23 | 0.18 | NA | NA | NA | … | … | -0.56 | -0.24 | 0.68 | -0.80 | 1.97 | 0.20 | 2.88 | -0.84 | 3.05 | 0.97 | -0.39 |
| Standard Deviation(%) | NA | 8.17 | 10.88 | 10.25 | NA | NA | NA | … | … | 8.44 | 7.83 | 8.66 | 16.54 | 6.12 | 20.16 | 5.06 | 6.62 | 3.40 | 7.40 | 6.37 |
| Draw Down(%) | NA | 12.42 | 12.42 | 19.95 | NA | NA | NA | … | … | 8.68 | 7.31 | 8.69 | 19.95 | 3.19 | 29.33 | 3.19 | 8.80 | 1.09 | 5.20 | 4.65 |
| Yield(%) | 0.00 | 2.31 | 6.20 | 5.66 | 5.23 | 3.49 | 2.61 | … | … | 2.12 | 4.64 | 4.56 | 8.01 | 5.10 | 4.33 | 6.39 | 7.68 | 4.39 | 3.61 | 0.00 |
Data as of 09/23/2025, Common starting date is 10/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMURX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS R6) |
-1.15%
Mar 2017 – Mar 2020 |
1.37%
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 |
|---|---|---|---|---|
| IMURX (IVY APOLLO MULTI-ASSET INCOME FUND CLASS R6) |
10.69%
Dec 2018 – Dec 2021 |
7.72%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart