Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPNRX (Ivy PineBridge High Yield Fund Cl R) | NA | 1.65% | 2.87% | NA | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 06/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPNRX (Ivy PineBridge High Yield Fund Cl R) | 06/06/2017 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 1.65 | 2.87 | NA | NA | NA | NA | … | … | -2.02 | 14.21 | -4.51 | 1.87 |
| Sharpe Ratio | NA | 0.08 | 0.28 | NA | NA | NA | NA | … | … | -0.33 | 4.50 | -1.83 | 1.15 |
| Standard Deviation(%) | NA | 9.91 | 6.24 | NA | NA | NA | NA | … | … | 14.31 | 2.84 | 3.19 | 2.22 |
| Draw Down(%) | NA | 19.28 | 19.28 | NA | NA | NA | NA | … | … | 19.28 | 1.87 | 6.23 | 1.57 |
| Yield(%) | 0.00 | 4.45 | 4.31 | 2.58 | 1.29 | 0.86 | 0.65 | … | … | 1.85 | 4.92 | 4.46 | 2.17 |
Data as of 06/19/2020, 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 |
|---|---|---|---|---|
| IPNRX (Ivy PineBridge High Yield Fund Cl R) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPNRX (Ivy PineBridge High Yield Fund Cl R) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart