Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPREX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS E) | NA | -20.19% | -3.27% | -0.59% | NA | NA | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPREX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS E) | 04/25/2017 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -20.19 | -3.27 | -0.59 | NA | NA | NA | … | … | -14.48 | -8.67 | 10.00 | 14.37 | -3.61 | 2.53 |
| Sharpe Ratio | NA | -2.22 | -0.41 | -0.18 | NA | NA | NA | … | … | -2.90 | -1.11 | 0.94 | 2.85 | -1.33 | 0.85 |
| Standard Deviation(%) | NA | 9.25 | 8.68 | 7.13 | NA | NA | NA | … | … | 8.56 | 7.86 | 10.37 | 4.55 | 3.72 | 3.51 |
| Draw Down(%) | NA | 20.77 | 20.91 | 20.91 | NA | NA | NA | … | … | 14.76 | 9.03 | 16.92 | 2.89 | 5.07 | 1.18 |
| Yield(%) | 0.00 | 1.91 | 3.30 | 2.99 | 1.52 | 1.01 | 0.76 | … | … | 0.94 | 2.07 | 5.27 | 3.01 | 2.83 | 0.61 |
Data as of 07/27/2022, Common starting date is 04/25/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPREX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS E) |
-3.16%
Jun 2019 – Jun 2022 |
-0.55%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPREX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS E) |
7.78%
Nov 2018 – Nov 2021 |
-0.06%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart