Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPOIX (IVY EMERGING MARKETS EQUITY FUND CLASS I) | 28.72% | 52.31% | 23.01% | 2.28% | 9.78% | 5.50% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPOIX (IVY EMERGING MARKETS EQUITY FUND CLASS I) | 04/10/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.21 | 52.31 | 23.01 | 2.28 | 9.78 | 5.50 | NA | … | … | 28.72 | 15.46 | 7.97 | 11.11 | -35.49 | -4.38 | 35.56 | 23.88 | -19.48 | 43.10 | 10.20 | -10.69 | 0.27 | 9.97 | 17.39 | -22.48 | 12.70 | 70.21 | -50.50 | 36.40 |
| Sharpe Ratio | NA | 2.44 | 1.17 | -0.03 | 0.41 | NA | NA | … | … | 3.06 | 0.63 | 0.10 | 0.51 | -1.34 | -0.24 | 1.13 | 1.45 | -1.03 | 3.67 | 0.52 | -0.60 | 0.02 | 0.69 | 1.05 | -0.85 | 0.62 | 2.42 | -1.09 | 2.02 |
| Standard Deviation(%) | NA | 18.17 | 16.34 | 19.01 | 19.92 | NA | NA | … | … | 23.78 | 18.98 | 14.10 | 13.69 | 27.64 | 18.42 | 31.26 | 15.46 | 20.29 | 11.63 | 19.36 | 17.81 | 12.56 | 14.31 | 16.68 | 26.42 | 20.36 | 28.96 | 47.14 | 24.88 |
| Draw Down(%) | NA | 13.34 | 16.76 | 43.76 | 46.53 | NA | NA | … | … | 13.34 | 13.91 | 9.62 | 11.49 | 37.79 | 19.48 | 33.47 | 13.04 | 30.09 | 6.74 | 13.10 | 27.01 | 10.76 | 15.38 | 16.79 | 33.37 | 16.02 | 20.75 | 63.73 | 15.69 |
| Yield(%) | 0.00 | 10.42 | 6.33 | 2.54 | 3.35 | 2.33 | 2.90 | … | … | 0.00 | 11.16 | 3.66 | 3.57 | 0.82 | 0.85 | 1.36 | 1.41 | 0.86 | 0.41 | 0.00 | 1.94 | 1.07 | 1.04 | 1.16 | 4.08 | 0.00 | 0.00 | 8.74 | 12.37 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| IPOIX (IVY EMERGING MARKETS EQUITY FUND CLASS I) |
-13.68%
Jan 2021 – Jan 2024 |
-5.94%
Oct 2007 – Oct 2012 |
1.81%
Oct 2007 – Oct 2017 |
0.23%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOIX (IVY EMERGING MARKETS EQUITY FUND CLASS I) |
26.37%
Feb 2009 – Feb 2012 |
19.93%
Feb 2016 – Feb 2021 |
10.84%
Feb 2009 – Feb 2019 |
7.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart