Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPNNX (Ivy PineBridge High Yield Fund Cl N) | NA | 7.23% | 0.14% | 2.99% | 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 |
|---|---|---|
| IPNNX (Ivy PineBridge High Yield Fund Cl N) | 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 | 7.23 | 0.14 | 2.99 | NA | NA | NA | … | … | 0.04 | 12.97 | -12.40 | 5.26 | 7.65 | 15.06 | -3.79 | 2.15 |
| Sharpe Ratio | NA | 0.81 | -0.38 | 0.19 | NA | NA | NA | … | … | -1.34 | 1.48 | -1.59 | 2.07 | 0.72 | 4.84 | -1.60 | 1.32 |
| Standard Deviation(%) | NA | 4.19 | 6.30 | 6.77 | NA | NA | NA | … | … | 2.68 | 5.94 | 8.69 | 2.53 | 10.22 | 2.82 | 3.20 | 2.30 |
| Draw Down(%) | NA | 3.05 | 16.41 | 19.15 | NA | NA | NA | … | … | 1.86 | 5.18 | 16.41 | 1.94 | 19.15 | 1.80 | 6.08 | 1.47 |
| Yield(%) | 0.00 | 5.25 | 5.62 | 5.57 | 3.78 | 2.52 | 1.89 | … | … | 2.23 | 6.89 | 4.63 | 7.59 | 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 |
|---|---|---|---|---|
| IPNNX (Ivy PineBridge High Yield Fund Cl N) |
-1.01%
Sep 2019 – Sep 2022 |
1.06%
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 |
|---|---|---|---|---|
| IPNNX (Ivy PineBridge High Yield Fund Cl N) |
9.24%
Dec 2018 – Dec 2021 |
5.23%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart