Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPOCX (IVY EMERGING MARKETS EQUITY FUND CLASS C) | 28.17% | 50.75% | 21.80% | 3.70% | 9.91% | 5.13% | 6.39% | … | … |
Data as of 06/03/2026, Common starting date is 12/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPOCX (IVY EMERGING MARKETS EQUITY FUND CLASS C) | 12/30/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.19 | 50.75 | 21.80 | 3.70 | 9.91 | 5.13 | 6.39 | … | … | 28.17 | 25.60 | 6.94 | 10.07 | -28.10 | -5.39 | 34.02 | 22.52 | -20.38 | 41.48 | 8.94 | -11.94 | -0.92 | 8.52 | 15.88 | -23.46 | 11.43 | 68.26 | -51.24 | 41.15 | 33.45 | 22.32 | 15.91 | 50.96 | -12.21 | -10.25 | -18.79 | 45.41 | -21.02 | -22.46 | 1.14 |
| Sharpe Ratio | NA | 2.36 | 1.10 | 0.04 | 0.40 | NA | NA | … | … | 2.98 | 1.40 | 0.24 | 0.47 | -0.89 | -0.29 | 1.07 | 1.36 | -1.08 | 3.51 | 0.45 | -0.67 | -0.07 | 0.59 | 0.96 | -0.89 | 0.56 | 2.36 | -1.10 | 1.64 | 2.04 | 1.98 | 0.97 | 3.80 | -0.71 | -0.50 | -0.94 | 2.33 | -0.75 | -1.01 | NA |
| Standard Deviation(%) | NA | 18.16 | 16.33 | 20.75 | 20.77 | NA | NA | … | … | 23.75 | 16.30 | 13.99 | 13.66 | 33.41 | 18.46 | 31.30 | 15.42 | 20.25 | 11.68 | 19.31 | 17.81 | 12.58 | 14.30 | 16.70 | 26.41 | 20.41 | 28.89 | 47.16 | 23.32 | 14.80 | 10.14 | 15.34 | 13.21 | 18.75 | 25.94 | 24.39 | 18.06 | 32.78 | 25.71 | 0.00 |
| Draw Down(%) | NA | 13.42 | 17.19 | 43.50 | 46.43 | NA | NA | … | … | 13.42 | 14.08 | 9.64 | 11.74 | 37.09 | 20.18 | 33.59 | 13.33 | 30.66 | 6.80 | 13.19 | 27.30 | 11.06 | 15.52 | 17.08 | 33.75 | 16.32 | 20.96 | 64.09 | 15.80 | 19.00 | 7.68 | 21.63 | 9.17 | 26.34 | 40.84 | 29.52 | 15.77 | 46.98 | 38.37 | 0.00 |
| Yield(%) | 0.00 | 12.51 | 7.09 | 4.34 | 4.78 | 2.80 | 4.07 | … | … | 0.00 | 13.36 | 3.98 | 3.43 | 10.73 | 0.28 | 0.52 | 0.52 | 0.22 | 0.00 | 0.00 | 1.34 | 0.10 | 0.12 | 0.31 | 3.44 | 0.15 | 0.00 | 9.18 | 12.06 | 4.90 | 1.27 | 0.01 | 0.00 | 0.00 | 0.14 | 0.60 | 0.29 | 0.26 | 0.00 | 0.84 |
Data as of 06/03/2026, Common starting date is 12/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOCX (IVY EMERGING MARKETS EQUITY FUND CLASS C) |
-16.09%
Mar 2000 – Mar 2003 |
-12.97%
Sep 1997 – Sep 2002 |
0.53%
Oct 2007 – Oct 2017 |
-0.98%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOCX (IVY EMERGING MARKETS EQUITY FUND CLASS C) |
41.92%
Oct 2004 – Oct 2007 |
34.04%
Oct 2002 – Oct 2007 |
14.09%
Aug 1998 – Aug 2008 |
11.61%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart