Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPRIX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS I) | NA | -13.42% | -2.04% | 0.80% | NA | NA | NA | … | … |
Data as of 10/04/2022, Common starting date is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPRIX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS I) | 04/25/2017 | 10/04/2022 |
| 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 | -13.42 | -2.04 | 0.80 | NA | NA | NA | … | … | -13.04 | -8.61 | 10.21 | 14.59 | -3.41 | 2.58 |
| Sharpe Ratio | NA | -1.27 | -0.26 | 0.00 | NA | NA | NA | … | … | -2.11 | -1.09 | 0.96 | 2.95 | -1.27 | 0.90 |
| Standard Deviation(%) | NA | 11.13 | 9.33 | 7.66 | NA | NA | NA | … | … | 8.46 | 7.92 | 10.35 | 4.48 | 3.75 | 3.41 |
| Draw Down(%) | NA | 21.12 | 21.12 | 21.12 | NA | NA | NA | … | … | 16.70 | 8.97 | 16.91 | 2.88 | 4.90 | 1.18 |
| Yield(%) | 0.00 | 6.93 | 4.97 | 4.21 | 2.17 | 1.45 | 1.09 | … | … | 1.03 | 7.26 | 5.47 | 3.22 | 3.03 | 0.67 |
Data as of 10/04/2022, 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 |
|---|---|---|---|---|
| IPRIX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS I) |
-2.00%
Aug 2019 – Aug 2022 |
0.52%
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 |
|---|---|---|---|---|
| IPRIX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS I) |
7.99%
Nov 2018 – Nov 2021 |
1.12%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart