Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPOEX (Ivy Emg Mkt Eq E) | NA | 4.07% | 3.04% | 3.35% | 3.66% | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPOEX (Ivy Emg Mkt Eq E) | 04/10/2007 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.68 | 4.07 | 3.04 | 3.35 | 3.66 | NA | NA | … | … | -4.41 | 23.18 | -20.34 | 42.60 | 10.05 | -12.68 | -0.89 | 9.79 | 17.27 | -22.49 | 12.75 | 70.10 | -50.53 | 36.43 |
| Sharpe Ratio | NA | 0.11 | 0.09 | 0.12 | 0.18 | NA | NA | … | … | -0.24 | 1.42 | -1.06 | 3.57 | 0.51 | -0.71 | -0.07 | 0.68 | 1.04 | -0.85 | 0.62 | 2.41 | -1.09 | 2.02 |
| Standard Deviation(%) | NA | 29.77 | 22.38 | 20.86 | 19.37 | NA | NA | … | … | 40.78 | 15.42 | 20.35 | 11.82 | 19.34 | 17.89 | 12.62 | 14.27 | 16.67 | 26.39 | 20.34 | 29.03 | 47.19 | 24.78 |
| Draw Down(%) | NA | 33.47 | 38.55 | 38.55 | 38.55 | NA | NA | … | … | 33.47 | 13.10 | 30.41 | 6.76 | 13.13 | 27.06 | 11.65 | 15.38 | 16.87 | 33.39 | 15.97 | 20.76 | 63.83 | 15.71 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.63 | 1.89 | 1.41 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.83 | 1.08 | 3.94 | 0.14 | 0.00 | 8.78 | 12.18 |
Data as of 06/19/2020, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOEX (Ivy Emg Mkt Eq E) |
-5.43%
Oct 2007 – Oct 2010 |
-5.95%
Oct 2007 – Oct 2012 |
1.28%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOEX (Ivy Emg Mkt Eq E) |
26.37%
Feb 2009 – Feb 2012 |
16.73%
Feb 2009 – Feb 2014 |
10.26%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart