Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRBAX (IVY TARGETED RETURN BOND FUND CLASS A) | NA | 3.42% | -2.56% | -0.66% | NA | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 01/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRBAX (IVY TARGETED RETURN BOND FUND CLASS A) | 01/05/2016 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.42 | -2.56 | -0.66 | NA | NA | NA | … | … | -1.44 | 7.09 | -10.02 | -2.96 | 3.35 | 7.29 | 0.41 | 1.90 | 1.48 |
| Sharpe Ratio | NA | -0.17 | -0.60 | -0.34 | NA | NA | NA | … | … | -1.43 | 0.57 | -0.85 | -1.56 | 0.81 | 2.87 | -0.61 | 0.99 | 0.74 |
| Standard Deviation(%) | NA | 4.60 | 8.56 | 6.90 | NA | NA | NA | … | … | 4.37 | 5.02 | 13.51 | 1.92 | 3.83 | 2.05 | 1.49 | 1.28 | 1.72 |
| Draw Down(%) | NA | 3.56 | 16.85 | 17.17 | NA | NA | NA | … | … | 2.95 | 4.53 | 14.56 | 3.39 | 7.86 | 0.78 | 1.19 | 0.71 | 1.66 |
| Yield(%) | 0.00 | 1.96 | 4.01 | 3.06 | 2.33 | 1.55 | 1.16 | … | … | 1.87 | 0.94 | 7.65 | 2.47 | 1.26 | 1.96 | 4.88 | 0.69 | 2.17 |
Data as of 07/23/2024, Common starting date is 01/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRBAX (IVY TARGETED RETURN BOND FUND CLASS A) |
-4.33%
Oct 2019 – Oct 2022 |
-1.32%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRBAX (IVY TARGETED RETURN BOND FUND CLASS A) |
3.65%
Dec 2017 – Dec 2020 |
2.58%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart