Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPNIX (Ivy PineBridge High Yield Fund Cl I) | NA | 7.12% | 0.14% | 2.98% | 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 |
|---|---|---|
| IPNIX (Ivy PineBridge High Yield Fund Cl I) | 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 | 7.12 | 0.14 | 2.98 | NA | NA | NA | … | … | 0.01 | 13.06 | -12.44 | 5.25 | 7.64 | 15.17 | -3.79 | 2.15 |
| Sharpe Ratio | NA | 0.80 | -0.39 | 0.19 | NA | NA | NA | … | … | -1.35 | 1.51 | -1.61 | 2.07 | 0.72 | 4.64 | -1.61 | 1.35 |
| Standard Deviation(%) | NA | 4.26 | 6.26 | 6.76 | NA | NA | NA | … | … | 2.71 | 5.90 | 8.63 | 2.53 | 10.23 | 2.97 | 3.19 | 2.26 |
| Draw Down(%) | NA | 3.06 | 16.36 | 19.13 | NA | NA | NA | … | … | 1.75 | 5.11 | 16.36 | 1.94 | 19.13 | 1.80 | 6.17 | 1.47 |
| Yield(%) | 0.00 | 5.25 | 5.82 | 5.70 | 3.84 | 2.56 | 1.92 | … | … | 2.22 | 6.94 | 5.28 | 7.58 | 5.13 | 5.70 | 5.18 | 2.44 |
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 |
|---|---|---|---|---|
| IPNIX (Ivy PineBridge High Yield Fund Cl I) |
-0.96%
Sep 2019 – Sep 2022 |
1.09%
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 |
|---|---|---|---|---|
| IPNIX (Ivy PineBridge High Yield Fund Cl I) |
9.27%
Dec 2018 – Dec 2021 |
5.25%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart