Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVDCX (IVY DIVIDEND OPPORTUNITIES FUND CLASS C) | NA | 3.34% | 2.55% | 8.29% | 4.27% | NA | NA | … | … |
Data as of 02/23/2018, Common starting date is 08/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVDCX (IVY DIVIDEND OPPORTUNITIES FUND CLASS C) | 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 (%) | -6.38 | 3.34 | 2.55 | 8.29 | 4.27 | NA | NA | … | … | -6.18 | 14.54 | 5.97 | -2.88 | 8.91 | 28.56 | 11.43 | -5.43 | 15.53 | 19.25 | -36.94 | 15.61 | 14.72 | 12.32 | 10.47 | 10.60 |
| Sharpe Ratio | NA | 0.21 | 0.17 | 0.61 | 0.21 | NA | NA | … | … | -1.32 | 2.07 | 0.45 | -0.20 | 0.77 | 2.46 | 0.90 | -0.21 | 0.74 | 0.80 | -1.03 | 0.84 | 1.08 | 0.95 | 0.97 | 3.99 |
| Standard Deviation(%) | NA | 12.21 | 12.85 | 12.49 | 19.95 | NA | NA | … | … | 27.54 | 6.75 | 12.88 | 14.42 | 11.60 | 11.60 | 12.82 | 26.60 | 20.87 | 24.09 | 36.81 | 15.05 | 10.61 | 10.64 | 9.77 | 8.45 |
| Draw Down(%) | NA | 13.06 | 16.08 | 16.08 | 48.99 | NA | NA | … | … | 13.06 | 3.61 | 10.76 | 13.90 | 9.09 | 5.71 | 10.62 | 25.94 | 18.55 | 23.14 | 45.74 | 7.93 | 8.75 | 6.32 | 6.68 | 2.64 |
| Yield(%) | 0.00 | 6.60 | 6.03 | 7.54 | 3.96 | 4.71 | 3.53 | … | … | 0.00 | 6.84 | 4.78 | 8.16 | 11.27 | 2.25 | 1.02 | 0.42 | 0.56 | 0.36 | 0.10 | 1.37 | 1.75 | 0.58 | 0.56 | 0.08 |
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 |
|---|---|---|---|---|
| IVDCX (IVY DIVIDEND OPPORTUNITIES FUND CLASS C) |
-11.99%
Feb 2006 – Feb 2009 |
-2.94%
Feb 2004 – Feb 2009 |
3.78%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVDCX (IVY DIVIDEND OPPORTUNITIES FUND CLASS C) |
19.79%
Sep 2011 – Sep 2014 |
17.44%
Feb 2009 – Feb 2014 |
7.67%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart