Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPRRX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS R) | NA | -1.66% | 6.34% | NA | NA | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPRRX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS R) | 04/25/2017 | 01/07/2022 |
| 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 | -1.66 | 6.34 | NA | NA | NA | NA | … | … | 0.00 | -3.27 | 9.39 | 13.64 | -4.15 | 2.38 |
| Sharpe Ratio | NA | -0.32 | 0.80 | NA | NA | NA | NA | … | … | NA | -0.64 | 0.88 | 2.74 | -1.42 | 0.78 |
| Standard Deviation(%) | NA | 5.26 | 7.23 | NA | NA | NA | NA | … | … | NA | 5.48 | 10.40 | 4.46 | 3.86 | 3.54 |
| Draw Down(%) | NA | 5.39 | 16.96 | NA | NA | NA | NA | … | … | NA | 6.49 | 16.96 | 2.85 | 5.55 | 1.28 |
| Yield(%) | 0.00 | 1.10 | 2.98 | 2.26 | 1.13 | 0.75 | 0.57 | … | … | 0.00 | 1.09 | 4.70 | 2.43 | 2.30 | 0.46 |
Data as of 01/07/2022, 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 |
|---|---|---|---|---|
| IPRRX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS R) |
4.57%
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 |
|---|---|---|---|---|
| IPRRX (IVY PROSHARES S&P 500 BOND INDEX FUND CLASS R) |
7.12%
Nov 2018 – Nov 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart