Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPOVX (Ivy Pacific Opportunities Adv) | NA | 28.29% | 3.70% | 15.49% | 10.04% | NA | NA | … | … |
Data as of 05/24/2010, Common starting date is 02/10/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPOVX (Ivy Pacific Opportunities Adv) | 02/10/2000 | 05/24/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.29 | 3.70 | 15.49 | 10.04 | NA | NA | … | … | 1.64 | 70.44 | -50.64 | 42.91 | 35.36 | 23.63 | 17.51 | 52.32 | -11.84 | -9.59 | -18.85 |
| Sharpe Ratio | NA | 1.57 | 0.08 | 0.48 | 0.34 | NA | NA | … | … | 0.28 | 2.43 | -1.09 | 1.72 | 2.18 | 2.10 | 1.07 | 3.92 | -0.68 | -0.47 | -0.99 |
| Standard Deviation(%) | NA | 19.17 | 34.93 | 28.69 | 24.63 | NA | NA | … | … | 15.28 | 28.92 | 47.17 | 23.35 | 14.80 | 10.22 | 15.42 | 13.16 | 18.88 | 25.85 | 25.34 |
| Draw Down(%) | NA | 13.39 | 66.92 | 66.92 | 66.92 | NA | NA | … | … | 13.39 | 20.65 | 63.79 | 15.70 | 18.91 | 7.59 | 21.49 | 8.91 | 26.37 | 40.52 | 29.96 |
| Yield(%) | 0.00 | 0.00 | 7.57 | 9.64 | 6.13 | 3.71 | 2.79 | … | … | 0.00 | 0.00 | 9.07 | 13.27 | 5.46 | 2.04 | 0.00 | 0.00 | 0.00 | 0.14 | 0.39 |
Data as of 05/24/2010, Common starting date is 02/10/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOVX (Ivy Pacific Opportunities Adv) |
-15.74%
Mar 2000 – Mar 2003 |
2.09%
Mar 2000 – Mar 2005 |
8.35%
Mar 2000 – Mar 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOVX (Ivy Pacific Opportunities Adv) |
43.67%
Oct 2004 – Oct 2007 |
35.78%
Oct 2002 – Oct 2007 |
9.16%
Apr 2000 – Apr 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart