Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVDYX (IVY DIVIDEND OPPORTUNITIES FUND CLASS Y) | NA | 4.09% | 3.30% | 9.09% | 5.08% | NA | NA | … | … |
Data as of 02/23/2018, Common starting date is 08/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVDYX (IVY DIVIDEND OPPORTUNITIES FUND CLASS Y) | 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 (%) | -6.43 | 4.09 | 3.30 | 9.09 | 5.08 | NA | NA | … | … | -6.08 | 15.38 | 6.76 | -2.18 | 9.69 | 29.55 | 12.37 | -4.74 | 16.49 | 20.29 | -36.36 | 16.74 | 15.65 | 13.18 | 11.75 | 10.81 |
| Sharpe Ratio | NA | 0.27 | 0.23 | 0.68 | 0.25 | NA | NA | … | … | -1.30 | 2.18 | 0.51 | -0.15 | 0.83 | 2.54 | 0.97 | -0.18 | 0.79 | 0.84 | -1.01 | 0.92 | 1.17 | 1.03 | 1.10 | 4.07 |
| Standard Deviation(%) | NA | 12.26 | 12.85 | 12.49 | 19.94 | NA | NA | … | … | 27.58 | 6.79 | 12.86 | 14.38 | 11.58 | 11.63 | 12.77 | 26.50 | 20.87 | 24.06 | 36.87 | 15.00 | 10.61 | 10.67 | 9.81 | 8.46 |
| Draw Down(%) | NA | 13.05 | 15.49 | 15.49 | 48.62 | NA | NA | … | … | 13.05 | 3.55 | 10.68 | 13.51 | 8.87 | 5.69 | 10.41 | 25.70 | 18.41 | 23.00 | 45.32 | 7.78 | 8.64 | 6.20 | 6.28 | 2.64 |
| Yield(%) | 0.00 | 7.23 | 6.61 | 8.26 | 4.64 | 5.81 | 4.36 | … | … | 0.00 | 7.50 | 5.46 | 8.78 | 11.89 | 2.82 | 1.86 | 1.06 | 1.36 | 1.20 | 0.63 | 2.37 | 2.67 | 1.22 | 1.53 | 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 |
|---|---|---|---|---|
| IVDYX (IVY DIVIDEND OPPORTUNITIES FUND CLASS Y) |
-11.20%
Feb 2006 – Feb 2009 |
-2.05%
Feb 2004 – Feb 2009 |
4.61%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVDYX (IVY DIVIDEND OPPORTUNITIES FUND CLASS Y) |
20.69%
Sep 2011 – Sep 2014 |
18.39%
Feb 2009 – Feb 2014 |
8.57%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart