Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVBDX (IVY GLOBAL BOND FUND CLASS N) | 0.48% | 3.51% | 4.52% | 1.12% | 2.94% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVBDX (IVY GLOBAL BOND FUND CLASS N) | 08/01/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.51 | 4.52 | 1.12 | 2.94 | NA | NA | … | … | 0.48 | 4.82 | 3.21 | 7.09 | -8.79 | -0.83 | 8.24 | 7.94 | -0.09 | 5.08 | 8.42 | -3.35 | -3.98 |
| Sharpe Ratio | NA | 0.51 | 0.44 | -0.33 | 0.37 | NA | NA | … | … | -0.23 | 0.65 | -0.12 | 0.68 | -1.95 | -0.54 | 1.28 | 3.06 | -0.89 | 2.84 | 2.95 | -1.14 | -2.80 |
| Standard Deviation(%) | NA | 2.80 | 3.63 | 4.03 | 3.67 | NA | NA | … | … | 3.39 | 3.01 | 3.52 | 5.06 | 5.27 | 1.59 | 6.22 | 2.11 | 1.66 | 1.56 | 2.78 | 2.97 | 3.32 |
| Draw Down(%) | NA | 2.38 | 3.39 | 14.80 | 14.80 | NA | NA | … | … | 2.38 | 1.73 | 2.28 | 4.55 | 13.41 | 2.00 | 12.80 | 1.64 | 1.72 | 0.65 | 1.92 | 6.41 | 6.13 |
| Yield(%) | 0.00 | 3.48 | 3.72 | 3.09 | 3.11 | 2.25 | 1.68 | … | … | 0.80 | 4.09 | 3.90 | 3.21 | 3.13 | 2.80 | 2.88 | 2.36 | 3.26 | 2.41 | 2.56 | 3.08 | 1.26 |
Data as of 06/04/2026, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVBDX (IVY GLOBAL BOND FUND CLASS N) |
-2.42%
Oct 2020 – Oct 2023 |
0.38%
Oct 2017 – Oct 2022 |
2.10%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVBDX (IVY GLOBAL BOND FUND CLASS N) |
6.30%
Oct 2022 – Oct 2025 |
6.00%
Jan 2016 – Jan 2021 |
3.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart