Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVDAX (IVY DIVIDEND OPPORTUNITIES FUND CLASS A) | NA | 3.98% | 3.23% | 9.02% | 4.97% | NA | NA | … | … |
Data as of 02/23/2018, Common starting date is 08/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVDAX (IVY DIVIDEND OPPORTUNITIES FUND CLASS A) | 08/28/2003 | 02/23/2018 |
| 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 (%) | -6.44 | 3.98 | 3.23 | 9.02 | 4.97 | NA | NA | … | … | -6.10 | 15.28 | 6.70 | -2.25 | 9.63 | 29.45 | 12.20 | -4.79 | 16.36 | 19.98 | -36.44 | 16.59 | 15.54 | 13.12 | 11.56 | 10.81 |
| Sharpe Ratio | NA | 0.27 | 0.23 | 0.67 | 0.25 | NA | NA | … | … | -1.30 | 2.16 | 0.50 | -0.16 | 0.83 | 2.53 | 0.96 | -0.18 | 0.78 | 0.83 | -1.01 | 0.91 | 1.16 | 1.03 | 1.09 | 3.96 |
| Standard Deviation(%) | NA | 12.26 | 12.85 | 12.48 | 19.95 | NA | NA | … | … | 27.58 | 6.80 | 12.86 | 14.38 | 11.59 | 11.62 | 12.80 | 26.53 | 20.86 | 24.02 | 36.90 | 15.00 | 10.62 | 10.64 | 9.78 | 8.69 |
| Draw Down(%) | NA | 13.07 | 15.57 | 15.57 | 48.73 | NA | NA | … | … | 13.07 | 3.57 | 10.69 | 13.56 | 8.91 | 5.66 | 10.48 | 25.70 | 18.45 | 23.10 | 45.37 | 7.83 | 8.64 | 6.24 | 6.32 | 2.64 |
| Yield(%) | 0.00 | 7.19 | 6.57 | 8.20 | 4.56 | 5.68 | 4.26 | … | … | 0.00 | 7.46 | 5.40 | 8.72 | 11.84 | 2.76 | 1.77 | 0.96 | 1.22 | 1.00 | 0.55 | 2.29 | 2.57 | 1.08 | 1.44 | 0.39 |
Data as of 02/23/2018, Common starting date is 08/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVDAX (IVY DIVIDEND OPPORTUNITIES FUND CLASS A) |
-11.29%
Feb 2006 – Feb 2009 |
-2.17%
Feb 2004 – Feb 2009 |
4.50%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVDAX (IVY DIVIDEND OPPORTUNITIES FUND CLASS A) |
20.61%
Sep 2011 – Sep 2014 |
18.24%
Feb 2009 – Feb 2014 |
8.44%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart