Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPNAX (Ivy PineBridge High Yield Fund Cl A) | NA | 7.01% | -0.10% | 2.73% | NA | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 06/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPNAX (Ivy PineBridge High Yield Fund Cl A) | 06/06/2017 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.01 | -0.10 | 2.73 | NA | NA | NA | … | … | -0.07 | 12.76 | -12.67 | 4.98 | 7.35 | 14.86 | -4.06 | 2.05 |
| Sharpe Ratio | NA | 0.77 | -0.42 | 0.16 | NA | NA | NA | … | … | -1.37 | 1.44 | -1.64 | 1.91 | 0.70 | 4.69 | -1.69 | 1.26 |
| Standard Deviation(%) | NA | 4.32 | 6.29 | 6.75 | NA | NA | NA | … | … | 2.77 | 5.97 | 8.61 | 2.59 | 10.18 | 2.87 | 3.18 | 2.27 |
| Draw Down(%) | NA | 3.11 | 16.53 | 19.24 | NA | NA | NA | … | … | 1.87 | 5.14 | 16.53 | 2.07 | 19.24 | 1.83 | 6.14 | 1.47 |
| Yield(%) | 0.00 | 5.02 | 5.61 | 5.46 | 3.67 | 2.45 | 1.84 | … | … | 2.14 | 6.67 | 5.04 | 7.32 | 4.87 | 5.41 | 4.92 | 2.34 |
Data as of 07/23/2024, Common starting date is 06/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPNAX (Ivy PineBridge High Yield Fund Cl A) |
-1.22%
Sep 2019 – Sep 2022 |
0.82%
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 |
|---|---|---|---|---|
| IPNAX (Ivy PineBridge High Yield Fund Cl A) |
8.98%
Dec 2018 – Dec 2021 |
4.97%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart