Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVDIX (IVY DIVIDEND OPPORTUNITIES FUND CLASS I) | NA | 4.34% | 3.54% | 9.35% | 5.34% | NA | NA | … | … |
Data as of 02/23/2018, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVDIX (IVY DIVIDEND OPPORTUNITIES FUND CLASS I) | 04/10/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.42 | 4.34 | 3.54 | 9.35 | 5.34 | NA | NA | … | … | -6.07 | 15.69 | 6.99 | -1.92 | 9.94 | 29.88 | 12.63 | -4.51 | 16.83 | 20.49 | -36.17 | 11.75 |
| Sharpe Ratio | NA | 0.29 | 0.25 | 0.70 | 0.27 | NA | NA | … | … | -1.29 | 2.22 | 0.53 | -0.14 | 0.86 | 2.56 | 0.99 | -0.17 | 0.80 | 0.84 | -1.00 | 0.84 |
| Standard Deviation(%) | NA | 12.29 | 12.87 | 12.50 | 19.96 | NA | NA | … | … | 27.66 | 6.83 | 12.85 | 14.40 | 11.58 | 11.64 | 12.81 | 26.55 | 20.87 | 24.15 | 36.87 | 16.10 |
| Draw Down(%) | NA | 13.07 | 15.29 | 15.29 | 48.55 | NA | NA | … | … | 13.07 | 3.49 | 10.66 | 13.41 | 8.81 | 5.69 | 10.40 | 25.59 | 18.40 | 23.06 | 45.20 | 7.77 |
| Yield(%) | 0.00 | 7.47 | 6.82 | 8.51 | 4.87 | 3.48 | 2.61 | … | … | 0.00 | 7.75 | 5.69 | 9.01 | 12.14 | 3.02 | 2.12 | 1.30 | 1.58 | 1.47 | 0.79 | 2.25 |
Data as of 02/23/2018, 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 |
|---|---|---|---|---|
| IVDIX (IVY DIVIDEND OPPORTUNITIES FUND CLASS I) |
-9.48%
Jun 2007 – Jun 2010 |
-1.43%
May 2007 – May 2012 |
4.87%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVDIX (IVY DIVIDEND OPPORTUNITIES FUND CLASS I) |
20.98%
Sep 2011 – Sep 2014 |
18.68%
Feb 2009 – Feb 2014 |
6.54%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart