Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVBCX (IVY GLOBAL INCOME ALLOCATION FUND CLASS C) | NA | -2.53% | 4.24% | 2.59% | 6.50% | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 12/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVBCX (IVY GLOBAL INCOME ALLOCATION FUND CLASS C) | 12/17/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | -2.53 | 4.24 | 2.59 | 6.50 | NA | NA | … | … | -4.07 | 13.06 | 5.75 | -2.02 | 0.92 | 9.99 | 10.08 | -4.75 | 11.20 | 27.30 | -32.98 | 8.38 | 21.54 | 3.30 | 17.13 | 3.38 |
| Sharpe Ratio | NA | -0.53 | 0.44 | 0.27 | 0.47 | NA | NA | … | … | -0.81 | 2.57 | 0.53 | -0.20 | 0.13 | 1.30 | 0.99 | -0.29 | 0.74 | 1.19 | -1.18 | 0.43 | 1.88 | 0.15 | 1.51 | 41.31 |
| Standard Deviation(%) | NA | 7.08 | 8.10 | 8.31 | 13.32 | NA | NA | … | … | 7.52 | 4.86 | 10.47 | 10.34 | 7.25 | 7.63 | 10.23 | 16.21 | 15.04 | 22.94 | 28.58 | 12.52 | 9.76 | 7.55 | 10.72 | 3.71 |
| Draw Down(%) | NA | 8.38 | 10.00 | 16.73 | 23.23 | NA | NA | … | … | 8.38 | 1.84 | 8.81 | 13.48 | 8.62 | 8.30 | 11.43 | 15.69 | 13.27 | 22.00 | 43.02 | 9.60 | 9.41 | 5.71 | 10.10 | 0.08 |
| Yield(%) | 0.00 | 3.26 | 3.94 | 3.56 | 4.54 | 4.36 | 3.27 | … | … | 2.17 | 3.32 | 3.45 | 5.03 | 3.53 | 3.17 | 4.05 | 3.65 | 1.74 | 0.14 | 6.01 | 4.92 | 5.55 | 5.13 | 1.54 | 1.41 |
Data as of 11/02/2018, Common starting date is 12/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVBCX (IVY GLOBAL INCOME ALLOCATION FUND CLASS C) |
-10.88%
Feb 2006 – Feb 2009 |
-3.13%
Feb 2004 – Feb 2009 |
2.09%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVBCX (IVY GLOBAL INCOME ALLOCATION FUND CLASS C) |
20.36%
Feb 2009 – Feb 2012 |
14.81%
Feb 2009 – Feb 2014 |
6.44%
Oct 2008 – Oct 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart