Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPOAX (IVY EMERGING MARKETS EQUITY FUND CLASS A) | 28.59% | 51.92% | 22.71% | 1.89% | 9.32% | 5.06% | 6.53% | … | … |
Data as of 06/03/2026, Common starting date is 10/28/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPOAX (IVY EMERGING MARKETS EQUITY FUND CLASS A) | 10/28/1993 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.19 | 51.92 | 22.71 | 1.89 | 9.32 | 5.06 | 6.53 | … | … | 28.59 | 26.53 | 7.71 | 10.86 | -36.10 | -4.67 | 35.01 | 23.23 | -19.83 | 42.46 | 9.88 | -10.98 | -0.07 | 9.40 | 16.78 | -22.89 | 12.36 | 69.32 | -50.83 | 42.17 | 34.48 | 23.01 | 16.79 | 52.85 | -11.31 | -9.29 | -18.25 | 46.72 | -20.55 | -21.94 | 20.36 | 1.71 | -24.89 | 14.28 |
| Sharpe Ratio | NA | 2.41 | 1.15 | -0.05 | 0.38 | NA | NA | … | … | 3.03 | 1.46 | 0.29 | 0.53 | -1.35 | -0.25 | 1.11 | 1.41 | -1.05 | 3.60 | 0.50 | -0.62 | -0.01 | 0.65 | 1.01 | -0.87 | 0.60 | 2.39 | -1.09 | 1.68 | 2.11 | 2.05 | 1.03 | 3.97 | -0.67 | -0.46 | -0.92 | 2.42 | -0.73 | -0.99 | 1.37 | -0.19 | -1.89 | 8.51 |
| Standard Deviation(%) | NA | 18.17 | 16.39 | 19.10 | 19.96 | NA | NA | … | … | 23.79 | 16.24 | 14.19 | 13.71 | 27.88 | 18.44 | 31.29 | 15.45 | 20.24 | 11.65 | 19.35 | 17.87 | 12.56 | 14.30 | 16.72 | 26.41 | 20.42 | 28.96 | 47.21 | 23.36 | 14.79 | 10.14 | 15.41 | 13.12 | 18.56 | 25.85 | 24.33 | 17.94 | 32.81 | 25.84 | 12.12 | 12.27 | 14.76 | 13.22 |
| Draw Down(%) | NA | 13.39 | 16.86 | 44.33 | 47.13 | NA | NA | … | … | 13.39 | 13.98 | 9.62 | 11.51 | 38.30 | 19.72 | 33.49 | 13.12 | 30.28 | 6.78 | 13.15 | 27.09 | 10.82 | 15.43 | 16.90 | 33.54 | 16.06 | 20.74 | 63.89 | 15.70 | 18.95 | 7.69 | 21.49 | 8.84 | 25.93 | 40.56 | 29.24 | 15.65 | 46.84 | 38.19 | 8.96 | 13.24 | 29.08 | 3.60 |
| Yield(%) | 0.00 | 10.72 | 6.36 | 2.46 | 3.02 | 2.04 | 3.49 | … | … | 0.00 | 11.48 | 3.55 | 3.44 | 0.76 | 0.52 | 0.98 | 0.91 | 0.53 | 0.00 | 0.00 | 1.83 | 0.76 | 0.56 | 0.78 | 3.42 | 0.18 | 0.00 | 8.69 | 12.33 | 4.69 | 1.37 | 0.00 | 0.00 | 0.00 | 0.13 | 0.64 | 1.45 | 1.08 | 0.00 | 0.59 | 1.85 | 0.64 | 0.14 |
Data as of 06/03/2026, Common starting date is 10/28/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOAX (IVY EMERGING MARKETS EQUITY FUND CLASS A) |
-20.03%
Aug 1995 – Aug 1998 |
-12.21%
Sep 1997 – Sep 2002 |
-1.72%
Dec 1993 – Dec 2003 |
-0.21%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOAX (IVY EMERGING MARKETS EQUITY FUND CLASS A) |
42.88%
Oct 2004 – Oct 2007 |
35.11%
Oct 2002 – Oct 2007 |
15.06%
Aug 1998 – Aug 2008 |
12.50%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart