Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMWAX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS A) | NA | -20.01% | 3.78% | 3.99% | NA | NA | NA | … | … |
Data as of 10/04/2022, Common starting date is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMWAX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS A) | 04/25/2017 | 10/04/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -20.01 | 3.78 | 3.99 | NA | NA | NA | … | … | -19.98 | -14.50 | 16.14 | 26.05 | -9.57 | 13.11 |
| Sharpe Ratio | NA | -0.46 | 0.10 | 0.12 | NA | NA | NA | … | … | -1.36 | -0.41 | 0.49 | 2.18 | -0.72 | 2.99 |
| Standard Deviation(%) | NA | 44.81 | 32.52 | 26.54 | NA | NA | NA | … | … | 19.44 | 35.38 | 32.11 | 11.29 | 15.17 | 6.33 |
| Draw Down(%) | NA | 42.78 | 42.78 | 42.78 | NA | NA | NA | … | … | 22.18 | 30.27 | 33.58 | 6.49 | 19.90 | 1.95 |
| Yield(%) | 0.00 | 91.62 | 42.53 | 27.59 | 14.89 | 9.93 | 7.45 | … | … | 79.14 | 33.00 | 4.99 | 1.87 | 1.34 | 0.74 |
Data as of 10/04/2022, Common starting date is 04/25/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMWAX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS A) |
3.32%
Jun 2019 – Jun 2022 |
4.12%
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 |
|---|---|---|---|---|
| IMWAX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS A) |
24.90%
Nov 2018 – Nov 2021 |
6.90%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart