Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMWEX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS E) | NA | -36.24% | -3.67% | 0.55% | NA | NA | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMWEX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS E) | 04/25/2017 | 07/27/2022 |
| 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 | -36.24 | -3.67 | 0.55 | NA | NA | NA | … | … | -17.34 | -14.47 | 16.37 | 26.11 | -9.35 | 13.21 |
| Sharpe Ratio | NA | -0.98 | -0.14 | -0.01 | NA | NA | NA | … | … | -1.44 | -0.41 | 0.50 | 2.20 | -0.70 | 3.05 |
| Standard Deviation(%) | NA | 37.27 | 29.33 | 24.07 | NA | NA | NA | … | … | 20.27 | 35.43 | 32.15 | 11.25 | 15.16 | 6.25 |
| Draw Down(%) | NA | 40.31 | 40.31 | 40.31 | NA | NA | NA | … | … | 18.86 | 30.27 | 33.59 | 6.49 | 19.78 | 1.95 |
| Yield(%) | 0.00 | 1.76 | 3.21 | 2.75 | 1.45 | 0.96 | 0.72 | … | … | 0.65 | 1.92 | 5.18 | 2.05 | 1.49 | 0.83 |
Data as of 07/27/2022, 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 |
|---|---|---|---|---|
| IMWEX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS E) |
-3.21%
Jun 2019 – Jun 2022 |
1.10%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMWEX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS E) |
17.35%
Oct 2018 – Oct 2021 |
2.16%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart