Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ISTIX (IVY SCIENCE AND TECHNOLOGY FUND CLASS I) | 20.20% | 33.40% | 25.46% | 16.44% | 15.66% | 16.48% | NA | 14.48% |
Data as of 07/29/2025, AR inception is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISTIX (IVY SCIENCE AND TECHNOLOGY FUND CLASS I) | 04/10/2007 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.00 | 33.40 | 25.46 | 16.44 | 15.66 | 16.48 | NA | 14.48 | 20.20 | 16.73 | 28.74 | -45.61 | -15.78 | 26.35 | 50.63 | -5.00 | 33.09 | 1.99 | -2.86 | 4.62 | 52.47 | 26.91 | -4.03 | 11.21 | 40.21 | -27.56 | 16.85 |
| Sharpe Ratio | NA | 1.04 | 0.95 | 0.57 | 0.59 | NA | NA | 0.58 | 1.03 | 0.39 | 1.14 | -1.14 | -0.40 | 0.73 | 2.77 | -0.27 | 2.54 | 0.09 | -0.16 | 0.26 | 3.93 | 1.75 | -0.15 | 0.56 | 1.90 | -0.95 | 1.15 |
| Standard Deviation(%) | NA | 29.89 | 25.65 | 25.81 | 24.37 | NA | NA | 22.76 | 34.00 | 25.70 | 21.58 | 41.18 | 39.31 | 35.59 | 17.77 | 23.31 | 12.86 | 19.83 | 17.94 | 17.52 | 13.33 | 15.53 | 26.66 | 19.87 | 21.11 | 29.92 | 18.14 |
| Draw Down(%) | NA | 27.33 | 27.33 | 37.96 | 37.96 | NA | NA | 43.10 | 27.33 | 15.89 | 13.58 | 47.44 | 31.54 | 30.35 | 8.43 | 25.23 | 6.26 | 20.28 | 18.83 | 14.33 | 5.63 | 10.56 | 23.60 | 15.73 | 15.10 | 40.64 | 8.97 |
| Yield(%) | 0.00 | 12.92 | 13.66 | 14.76 | 14.57 | 20.72 | 16.01 | 17.78 | 0.00 | 15.76 | 11.49 | 14.27 | 30.49 | 9.65 | 13.98 | 10.47 | 8.03 | 0.00 | 2.18 | 2.09 | 3.40 | 0.62 | 6.64 | 1.43 | 1.05 | 3.73 | 11.60 |
Data as of 07/29/2025, AR inception is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISTIX (IVY SCIENCE AND TECHNOLOGY FUND CLASS I) |
0.16%
Aug 2007 - Aug 2010 |
4.67%
Oct 2007 - Oct 2012 |
10.28%
Oct 2013 - Oct 2023 |
10.05%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISTIX (IVY SCIENCE AND TECHNOLOGY FUND CLASS I) |
33.02%
Dec 2018 - Dec 2021 |
26.60%
Feb 2009 - Feb 2014 |
19.59%
Sep 2011 - Sep 2021 |
16.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart