Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPOTX (IVY EMERGING MARKETS EQUITY FUND CLASS T) | NA | 5.12% | NA | NA | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 07/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPOTX (IVY EMERGING MARKETS EQUITY FUND CLASS T) | 07/07/2017 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.67 | 5.12 | NA | NA | NA | NA | NA | … | … | -4.38 | 22.33 | -20.35 | 114.88 |
| Sharpe Ratio | NA | -0.62 | NA | NA | NA | NA | NA | … | … | -0.81 | -0.06 | -2.06 | 4.13 |
| Standard Deviation(%) | NA | 29.74 | NA | NA | NA | NA | NA | … | … | 40.74 | 15.37 | 20.33 | 88.47 |
| Draw Down(%) | NA | 33.46 | NA | NA | NA | NA | NA | … | … | 33.46 | 13.10 | 30.45 | 6.77 |
| Yield(%) | 0.00 | 1.07 | 1.24 | 0.74 | 0.37 | 0.25 | 0.19 | … | … | 0.00 | 1.20 | 0.73 | 0.07 |
Data as of 06/19/2020, Common starting date is 07/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOTX (IVY EMERGING MARKETS EQUITY FUND CLASS T) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOTX (IVY EMERGING MARKETS EQUITY FUND CLASS T) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart