Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRBYX (IVY TARGETED RETURN BOND FUND CLASS Y) | NA | -3.66% | 2.23% | 1.78% | NA | NA | NA | … | … |
Data as of 12/31/2021, Common starting date is 01/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRBYX (IVY TARGETED RETURN BOND FUND CLASS Y) | 01/05/2016 | 12/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.66 | 2.23 | 1.78 | NA | NA | NA | … | … | -6.21 | 3.35 | 7.29 | 0.41 | 1.90 | 1.55 |
| Sharpe Ratio | NA | -0.62 | 0.12 | 0.11 | NA | NA | NA | … | … | -0.62 | 0.82 | 2.86 | -0.62 | 1.01 | 0.79 |
| Standard Deviation(%) | NA | 10.13 | 6.36 | 5.00 | NA | NA | NA | … | … | 10.13 | 3.80 | 2.06 | 1.49 | 1.26 | 1.70 |
| Draw Down(%) | NA | 12.03 | 12.03 | 12.03 | NA | NA | NA | … | … | 12.03 | 7.86 | 0.78 | 1.19 | 0.71 | 1.66 |
| Yield(%) | 0.00 | 2.55 | 2.01 | 2.29 | 1.36 | 0.91 | 0.68 | … | … | 2.55 | 1.27 | 1.96 | 4.88 | 0.69 | 2.24 |
Data as of 12/31/2021, 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 |
|---|---|---|---|---|
| IRBYX (IVY TARGETED RETURN BOND FUND CLASS Y) |
1.89%
Mar 2017 – Mar 2020 |
1.76%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRBYX (IVY TARGETED RETURN BOND FUND CLASS Y) |
5.86%
Aug 2018 – Aug 2021 |
3.67%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart