Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMWIX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS I) | NA | -20.21% | 3.86% | 4.14% | 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 |
|---|---|---|
| IMWIX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS I) | 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 | -20.21 | 3.86 | 4.14 | NA | NA | NA | … | … | -19.79 | -14.46 | 16.43 | 26.22 | -9.34 | 13.38 |
| Sharpe Ratio | NA | -0.47 | 0.11 | 0.13 | NA | NA | NA | … | … | -1.35 | -0.41 | 0.50 | 2.20 | -0.70 | 3.07 |
| Standard Deviation(%) | NA | 44.70 | 32.46 | 26.50 | NA | NA | NA | … | … | 19.42 | 35.42 | 32.11 | 11.26 | 15.18 | 6.30 |
| Draw Down(%) | NA | 42.12 | 42.12 | 42.12 | NA | NA | NA | … | … | 22.07 | 30.27 | 33.58 | 6.49 | 19.70 | 2.04 |
| Yield(%) | 0.00 | 90.81 | 42.35 | 27.58 | 14.90 | 9.93 | 7.45 | … | … | 79.21 | 32.23 | 5.22 | 2.15 | 1.59 | 0.90 |
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 |
|---|---|---|---|---|
| IMWIX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS I) |
3.42%
Jun 2019 – Jun 2022 |
4.27%
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 |
|---|---|---|---|---|
| IMWIX (IVY PROSHARES MSCI ACWI INDEX FUND CLASS I) |
17.43%
Oct 2018 – Oct 2021 |
7.03%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart