Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPRNX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS N) | NA | 8.34% | 6.32% | NA | NA | NA | NA | … | … |
Data as of 09/01/2020, Common starting date is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPRNX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS N) | 04/25/2017 | 09/01/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 8.34 | 6.32 | NA | NA | NA | NA | … | … | 7.87 | 14.59 | -3.41 | 2.60 |
| Sharpe Ratio | NA | 0.74 | 0.76 | NA | NA | NA | NA | … | … | 0.95 | 2.93 | -1.29 | 0.89 |
| Standard Deviation(%) | NA | 10.43 | 6.80 | NA | NA | NA | NA | … | … | 12.23 | 4.47 | 3.75 | 3.44 |
| Draw Down(%) | NA | 16.91 | 16.91 | NA | NA | NA | NA | … | … | 16.91 | 2.88 | 4.90 | 1.18 |
| Yield(%) | 0.00 | 2.88 | 2.83 | 1.73 | 0.86 | 0.58 | 0.43 | … | … | 1.70 | 3.22 | 3.03 | 0.68 |
Data as of 09/01/2020, 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 |
|---|---|---|---|---|
| IPRNX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS N) |
5.24%
May 2017 – May 2020 |
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 |
|---|---|---|---|---|
| IPRNX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS N) |
6.78%
Jul 2017 – Jul 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart