Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPOBX (IVY EMERGING MARKETS EQUITY FUND CLASS B) | NA | -15.98% | 12.74% | 9.41% | 6.13% | 4.78% | 8.05% | … | … |
Data as of 02/14/2022, Common starting date is 12/26/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPOBX (IVY EMERGING MARKETS EQUITY FUND CLASS B) | 12/26/1995 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.98 | 12.74 | 9.41 | 6.13 | 4.78 | 8.05 | … | … | 0.00 | -4.09 | 33.64 | 22.08 | -20.62 | 41.14 | 8.79 | -12.11 | -1.14 | 7.96 | 15.50 | -23.65 | 11.19 | 67.09 | -51.25 | 41.07 | 33.07 | 21.92 | 15.68 | 49.74 | -12.35 | -10.36 | -18.80 | 45.33 | -21.04 | -22.57 | 19.53 | 0.94 |
| Sharpe Ratio | NA | -0.95 | 0.55 | 0.43 | 0.31 | NA | NA | … | … | 0.00 | -0.23 | 1.07 | 1.34 | -1.08 | 3.49 | 0.44 | -0.68 | -0.09 | 0.56 | 0.93 | -0.90 | 0.54 | 2.31 | -1.10 | 1.64 | 2.03 | 1.95 | 0.96 | 3.68 | -0.72 | -0.50 | -0.94 | 2.35 | -0.74 | -1.01 | 1.31 | 12.74 |
| Standard Deviation(%) | NA | 16.13 | 22.29 | 20.33 | 18.35 | NA | NA | … | … | NA | 18.05 | 30.98 | 15.42 | 20.29 | 11.67 | 19.35 | 17.84 | 12.51 | 14.26 | 16.70 | 26.44 | 20.37 | 28.99 | 47.13 | 23.29 | 14.75 | 10.15 | 15.38 | 13.33 | 18.66 | 25.86 | 24.40 | 17.90 | 32.77 | 25.79 | 12.16 | 9.17 |
| Draw Down(%) | NA | 17.75 | 33.62 | 39.03 | 39.03 | NA | NA | … | … | 0.00 | 17.75 | 33.62 | 13.43 | 30.81 | 6.84 | 13.23 | 27.44 | 11.06 | 15.48 | 17.14 | 33.85 | 16.35 | 20.93 | 64.25 | 15.77 | 19.03 | 7.75 | 21.68 | 9.00 | 26.30 | 40.86 | 29.41 | 15.67 | 47.04 | 38.36 | 8.97 | 0.35 |
| Yield(%) | 0.00 | 0.00 | 0.22 | 0.16 | 0.24 | 1.94 | 3.74 | … | … | 0.00 | 0.00 | 0.31 | 0.34 | 0.08 | 0.00 | 0.00 | 1.27 | 0.00 | 0.00 | 0.05 | 3.54 | 0.20 | 0.00 | 9.26 | 11.91 | 4.96 | 1.02 | 0.00 | 0.00 | 0.00 | 0.14 | 0.11 | 0.45 | 0.57 | 0.00 | 0.00 | 1.06 |
Data as of 02/14/2022, Common starting date is 12/26/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOBX (IVY EMERGING MARKETS EQUITY FUND CLASS B) |
-16.13%
Mar 2000 – Mar 2003 |
-13.03%
Sep 1997 – Sep 2002 |
0.27%
Oct 2007 – Oct 2017 |
2.12%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOBX (IVY EMERGING MARKETS EQUITY FUND CLASS B) |
41.52%
Oct 2004 – Oct 2007 |
33.54%
Oct 2002 – Oct 2007 |
13.86%
Aug 1998 – Aug 2008 |
11.27%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart