Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVBAX (IVY GLOBAL INCOME ALLOCATION FUND CLASS A) | NA | -1.94% | 4.94% | 3.26% | 7.19% | 5.86% | 4.80% | … | … |
Data as of 11/02/2018, Common starting date is 12/27/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVBAX (IVY GLOBAL INCOME ALLOCATION FUND CLASS A) | 12/27/1994 | 11/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.31 | -1.94 | 4.94 | 3.26 | 7.19 | 5.86 | 4.80 | … | … | -3.64 | 13.74 | 6.39 | -1.24 | 1.56 | 10.80 | 10.70 | -4.06 | 11.89 | 28.08 | -32.49 | 9.19 | 22.43 | 4.24 | 18.40 | 35.94 | -3.92 | -9.92 | -8.37 | 10.14 | 0.17 | -2.80 | 14.69 | 10.45 | 0.44 |
| Sharpe Ratio | NA | -0.44 | 0.53 | 0.35 | 0.53 | NA | NA | … | … | -0.74 | 2.71 | 0.58 | -0.12 | 0.21 | 1.39 | 1.05 | -0.25 | 0.78 | 1.22 | -1.17 | 0.50 | 1.97 | 0.28 | 1.63 | 3.92 | -0.46 | -1.11 | -0.89 | 0.65 | -0.23 | -0.59 | 1.93 | 0.97 | 11.05 |
| Standard Deviation(%) | NA | 7.13 | 8.15 | 8.34 | 13.33 | NA | NA | … | … | 7.57 | 4.86 | 10.56 | 10.31 | 7.28 | 7.72 | 10.22 | 16.19 | 15.07 | 22.96 | 28.49 | 12.49 | 9.75 | 7.52 | 10.70 | 9.00 | 10.81 | 11.19 | 13.89 | 10.63 | 13.83 | 10.73 | 5.74 | 6.79 | 3.73 |
| Draw Down(%) | NA | 7.96 | 9.72 | 16.20 | 23.07 | NA | NA | … | … | 7.96 | 1.82 | 8.77 | 13.25 | 8.35 | 8.25 | 11.32 | 15.45 | 13.15 | 21.94 | 42.64 | 9.52 | 9.33 | 5.62 | 9.79 | 8.90 | 15.79 | 18.73 | 15.78 | 8.90 | 20.03 | 17.01 | 2.81 | 4.38 | 0.06 |
| Yield(%) | 0.00 | 3.85 | 4.58 | 4.15 | 5.29 | 5.27 | 4.34 | … | … | 2.60 | 3.94 | 4.02 | 5.74 | 4.14 | 3.78 | 4.69 | 4.25 | 2.18 | 0.28 | 6.57 | 5.64 | 6.36 | 5.91 | 2.59 | 0.00 | 0.00 | 0.34 | 2.31 | 2.26 | 0.78 | 2.43 | 3.27 | 3.23 | 0.74 |
Data as of 11/02/2018, Common starting date is 12/27/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVBAX (IVY GLOBAL INCOME ALLOCATION FUND CLASS A) |
-10.24%
Feb 2006 – Feb 2009 |
-6.93%
Sep 1997 – Sep 2002 |
1.37%
Feb 1999 – Feb 2009 |
3.43%
May 1997 – May 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVBAX (IVY GLOBAL INCOME ALLOCATION FUND CLASS A) |
22.69%
Mar 2003 – Mar 2006 |
18.94%
Oct 2002 – Oct 2007 |
9.52%
Mar 2003 – Mar 2013 |
8.07%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart