Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVBEX (IVY ADVANTUS BOND FUND CLASS E) | NA | -11.22% | -0.89% | 0.83% | 1.89% | 2.81% | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVBEX (IVY ADVANTUS BOND FUND CLASS E) | 04/10/2007 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.22 | -0.89 | 0.83 | 1.89 | 2.81 | NA | … | … | -10.51 | -1.87 | 6.44 | 8.70 | -0.81 | 5.06 | 4.22 | -0.21 | 6.02 | -1.02 | 6.95 | 6.90 | 7.77 | 14.02 | -9.77 | -0.08 |
| Sharpe Ratio | NA | -2.50 | -0.26 | 0.02 | 0.41 | NA | NA | … | … | -3.48 | -0.58 | 1.04 | 2.24 | -0.79 | 1.68 | 1.33 | -0.07 | 2.37 | -0.32 | 2.94 | 1.86 | 2.10 | 3.14 | -1.90 | -0.68 |
| Standard Deviation(%) | NA | 4.65 | 4.82 | 4.11 | 3.59 | NA | NA | … | … | 5.30 | 3.27 | 5.95 | 3.26 | 2.72 | 2.64 | 3.00 | 3.44 | 2.53 | 3.27 | 2.36 | 3.70 | 3.66 | 4.44 | 5.60 | 4.36 |
| Draw Down(%) | NA | 11.67 | 11.67 | 11.67 | 11.67 | NA | NA | … | … | 10.51 | 2.88 | 11.08 | 2.06 | 2.63 | 1.41 | 3.57 | 2.95 | 1.31 | 5.24 | 1.05 | 1.67 | 3.03 | 2.38 | 13.16 | 2.67 |
| Yield(%) | 0.00 | 2.42 | 3.23 | 3.14 | 2.95 | 3.25 | 2.41 | … | … | 0.91 | 2.39 | 4.42 | 3.70 | 2.89 | 2.73 | 2.47 | 2.54 | 2.66 | 2.83 | 3.69 | 3.41 | 3.77 | 4.09 | 3.58 | 2.59 |
Data as of 07/27/2022, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVBEX (IVY ADVANTUS BOND FUND CLASS E) |
-0.84%
Jun 2019 – Jun 2022 |
0.91%
Jun 2017 – Jun 2022 |
1.99%
Jun 2012 – Jun 2022 |
2.80%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVBEX (IVY ADVANTUS BOND FUND CLASS E) |
10.47%
Feb 2009 – Feb 2012 |
7.49%
Feb 2009 – Feb 2014 |
5.12%
Mar 2009 – Mar 2019 |
2.89%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison Chart