Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRBIX (IVY TARGETED RETURN BOND FUND CLASS I) | NA | 3.56% | -2.31% | -0.41% | 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 |
|---|---|---|
| IRBIX (IVY TARGETED RETURN BOND FUND CLASS I) | 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 | 3.56 | -2.31 | -0.41 | NA | NA | NA | … | … | -1.37 | 7.34 | -9.69 | -2.69 | 3.56 | 7.53 | 0.63 | 2.15 | 1.71 |
| Sharpe Ratio | NA | -0.14 | -0.57 | -0.30 | NA | NA | NA | … | … | -1.32 | 0.63 | -0.82 | -1.48 | 0.86 | 2.96 | -0.48 | 1.18 | 0.88 |
| Standard Deviation(%) | NA | 4.71 | 8.57 | 6.90 | NA | NA | NA | … | … | 4.65 | 4.99 | 13.49 | 1.83 | 3.85 | 2.07 | 1.42 | 1.30 | 1.71 |
| Draw Down(%) | NA | 3.53 | 16.44 | 16.76 | NA | NA | NA | … | … | 3.15 | 4.33 | 14.21 | 3.29 | 7.75 | 0.78 | 1.09 | 0.70 | 1.56 |
| Yield(%) | 0.00 | 2.12 | 4.11 | 3.21 | 2.46 | 1.64 | 1.23 | … | … | 2.02 | 0.98 | 7.70 | 2.54 | 1.47 | 2.21 | 5.08 | 0.74 | 2.40 |
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 |
|---|---|---|---|---|
| IRBIX (IVY TARGETED RETURN BOND FUND CLASS I) |
-4.07%
Oct 2019 – Oct 2022 |
-1.07%
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 |
|---|---|---|---|---|
| IRBIX (IVY TARGETED RETURN BOND FUND CLASS I) |
3.87%
Dec 2017 – Dec 2020 |
2.81%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart