Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVDBX (IVY DIVIDEND OPPORTUNITIES FUND CLASS B) | NA | 3.27% | 2.45% | 8.18% | 4.08% | NA | NA | … | … |
Data as of 02/23/2018, Common starting date is 08/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVDBX (IVY DIVIDEND OPPORTUNITIES FUND CLASS B) | 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 (%) | -6.36 | 3.27 | 2.45 | 8.18 | 4.08 | NA | NA | … | … | -6.16 | 14.47 | 5.84 | -3.05 | 8.79 | 28.42 | 11.33 | -5.71 | 15.27 | 18.75 | -37.08 | 15.43 | 14.61 | 12.03 | 10.49 | 10.58 |
| Sharpe Ratio | NA | 0.21 | 0.16 | 0.60 | 0.20 | NA | NA | … | … | -1.31 | 2.02 | 0.44 | -0.21 | 0.76 | 2.44 | 0.89 | -0.22 | 0.73 | 0.77 | -1.03 | 0.83 | 1.07 | 0.92 | 0.98 | 3.89 |
| Standard Deviation(%) | NA | 12.29 | 12.86 | 12.49 | 19.95 | NA | NA | … | … | 27.56 | 6.87 | 12.85 | 14.36 | 11.58 | 11.64 | 12.82 | 26.56 | 20.85 | 24.12 | 36.82 | 15.02 | 10.62 | 10.68 | 9.78 | 8.65 |
| Draw Down(%) | NA | 13.09 | 16.19 | 16.19 | 49.13 | NA | NA | … | … | 13.09 | 3.66 | 10.76 | 13.97 | 9.13 | 5.73 | 10.65 | 26.01 | 18.59 | 23.20 | 45.85 | 7.88 | 8.75 | 6.39 | 6.68 | 2.64 |
| Yield(%) | 0.00 | 6.55 | 5.97 | 7.46 | 3.83 | 4.53 | 3.40 | … | … | 0.00 | 6.79 | 4.71 | 8.11 | 11.20 | 2.16 | 0.88 | 0.28 | 0.21 | 0.07 | 0.00 | 1.32 | 1.66 | 0.33 | 0.58 | 0.06 |
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 |
|---|---|---|---|---|
| IVDBX (IVY DIVIDEND OPPORTUNITIES FUND CLASS B) |
-12.17%
Feb 2006 – Feb 2009 |
-3.10%
Feb 2004 – Feb 2009 |
3.59%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVDBX (IVY DIVIDEND OPPORTUNITIES FUND CLASS B) |
19.63%
Sep 2011 – Sep 2014 |
17.19%
Feb 2009 – Feb 2014 |
7.45%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart