Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IVBIX (IVY ADVANTUS BOND FUND CLASS I) | NA | 5.16% | -2.24% | 0.40% | 2.14% | 3.61% | NA | 3.06% |
Data as of 08/08/2024, AR inception is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVBIX (IVY ADVANTUS BOND FUND CLASS I) | 04/10/2007 | 08/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.16 | -2.24 | 0.40 | 2.14 | 3.61 | NA | 3.06 | 0.77 | 6.47 | -12.45 | 0.45 | 7.14 | 9.23 | -0.34 | 5.57 | 4.52 | 0.20 | 6.48 | -0.65 | 7.33 | 7.26 | 8.20 | 14.39 | -9.19 | 0.23 |
| Sharpe Ratio | NA | 0.19 | -0.73 | -0.21 | 0.20 | NA | NA | 0.48 | -0.40 | 0.29 | -1.94 | 0.12 | 1.15 | 2.38 | -0.60 | 1.85 | 1.43 | 0.05 | 2.51 | -0.21 | 3.06 | 1.94 | 2.20 | 3.20 | -1.79 | -0.57 |
| Standard Deviation(%) | NA | 6.91 | 6.74 | 6.07 | 4.77 | NA | NA | 4.45 | 5.96 | 7.63 | 7.15 | 3.40 | 5.97 | 3.29 | 2.77 | 2.68 | 3.02 | 3.48 | 2.57 | 3.30 | 2.40 | 3.74 | 3.69 | 4.46 | 5.63 | 4.37 |
| Draw Down(%) | NA | 5.86 | 17.94 | 18.00 | 18.00 | NA | NA | 18.00 | 4.20 | 8.20 | 16.90 | 2.61 | 11.08 | 2.06 | 2.48 | 1.41 | 3.52 | 2.73 | 1.31 | 5.15 | 1.05 | 1.63 | 3.00 | 2.33 | 12.65 | 2.67 |
| Yield(%) | 0.00 | 4.22 | 3.34 | 3.74 | 3.50 | 4.03 | 3.14 | 3.70 | 2.24 | 4.49 | 3.28 | 2.86 | 4.93 | 4.20 | 3.36 | 3.23 | 2.77 | 2.95 | 3.11 | 3.20 | 4.06 | 3.76 | 4.18 | 4.43 | 4.19 | 2.90 |
Data as of 08/08/2024, 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 |
|---|---|---|---|---|
| IVBIX (IVY ADVANTUS BOND FUND CLASS I) |
-4.35%
Oct 2020 - Oct 2023 |
-0.08%
Oct 2017 - Oct 2022 |
1.52%
Oct 2012 - Oct 2022 |
2.76%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVBIX (IVY ADVANTUS BOND FUND CLASS I) |
10.86%
Feb 2009 - Feb 2012 |
7.88%
Feb 2009 - Feb 2014 |
5.53%
Mar 2009 - Mar 2019 |
4.10%
Jan 2009 - Jan 2024 |
Annualized Rolling Returns Comparison Chart