Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPOYX (IVY EMERGING MARKETS EQUITY FUND CLASS Y) | 19.04% | 38.40% | 19.58% | 0.41% | 8.47% | 4.70% | 6.26% | … | … |
Data as of 06/05/2026, Common starting date is 07/31/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPOYX (IVY EMERGING MARKETS EQUITY FUND CLASS Y) | 07/31/2003 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.24 | 38.40 | 19.58 | 0.41 | 8.47 | 4.70 | 6.26 | … | … | 19.04 | 14.29 | 7.68 | 10.79 | -35.86 | -4.70 | 35.08 | 23.51 | -19.79 | 42.55 | 9.92 | -10.98 | -0.06 | 9.71 | 17.13 | -22.74 | 12.43 | 69.81 | -50.65 | 42.54 | 34.82 | 23.37 | 17.09 | 32.32 |
| Sharpe Ratio | NA | 2.41 | 1.15 | -0.04 | 0.39 | NA | NA | … | … | 3.04 | 0.61 | 0.08 | 0.48 | -1.35 | -0.26 | 1.11 | 1.44 | -1.05 | 3.61 | 0.50 | -0.62 | -0.01 | 0.68 | 1.03 | -0.86 | 0.60 | 2.40 | -1.09 | 1.70 | 2.15 | 2.07 | 1.05 | 6.56 |
| Standard Deviation(%) | NA | 18.18 | 16.34 | 19.05 | 19.93 | NA | NA | … | … | 23.78 | 19.02 | 14.05 | 13.70 | 27.77 | 18.43 | 31.31 | 15.39 | 20.24 | 11.68 | 19.33 | 17.81 | 12.55 | 14.30 | 16.69 | 26.41 | 20.41 | 29.00 | 47.17 | 23.33 | 14.75 | 10.24 | 15.36 | 14.33 |
| Draw Down(%) | NA | 13.39 | 16.85 | 44.16 | 46.97 | NA | NA | … | … | 13.39 | 13.94 | 9.62 | 11.56 | 38.12 | 19.71 | 33.47 | 13.15 | 30.25 | 6.78 | 13.13 | 27.10 | 10.85 | 15.42 | 16.88 | 33.42 | 16.16 | 20.79 | 63.80 | 15.72 | 18.95 | 7.65 | 21.53 | 4.60 |
| Yield(%) | 0.00 | 10.30 | 6.23 | 2.43 | 2.99 | 2.10 | 3.56 | … | … | 0.00 | 11.21 | 3.51 | 3.37 | 0.75 | 0.53 | 1.02 | 1.01 | 0.56 | 0.08 | 0.00 | 1.80 | 0.81 | 0.73 | 0.98 | 3.71 | 0.00 | 0.00 | 8.67 | 12.45 | 4.94 | 1.63 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/31/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOYX (IVY EMERGING MARKETS EQUITY FUND CLASS Y) |
-14.01%
Jan 2021 – Jan 2024 |
-6.19%
Oct 2007 – Oct 2012 |
1.52%
Oct 2007 – Oct 2017 |
-0.08%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPOYX (IVY EMERGING MARKETS EQUITY FUND CLASS Y) |
43.28%
Oct 2004 – Oct 2007 |
19.51%
Feb 2016 – Feb 2021 |
11.10%
Jul 2004 – Jul 2014 |
9.54%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison Chart