Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVEEX (Ivy Energy E) | NA | -47.36% | -25.78% | -20.62% | -8.16% | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVEEX (Ivy Energy E) | 04/10/2007 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.87 | -47.36 | -25.78 | -20.62 | -8.16 | NA | NA | … | … | -47.30 | 3.72 | -34.62 | -13.32 | 34.68 | -22.91 | -10.42 | 27.45 | 1.23 | -9.63 | 22.73 | 39.77 | -46.50 | 37.00 |
| Sharpe Ratio | NA | -0.80 | -0.65 | -0.57 | -0.27 | NA | NA | … | … | -0.91 | 0.08 | -1.20 | -0.58 | 1.04 | -0.88 | -0.50 | 1.65 | 0.06 | -0.28 | 0.86 | 1.00 | -0.86 | 2.23 |
| Standard Deviation(%) | NA | 60.03 | 41.38 | 37.52 | 31.38 | NA | NA | … | … | 82.11 | 28.71 | 30.05 | 24.04 | 33.01 | 26.13 | 20.86 | 16.58 | 21.19 | 34.69 | 26.41 | 39.83 | 55.24 | 22.90 |
| Draw Down(%) | NA | 69.39 | 80.56 | 81.51 | 85.16 | NA | NA | … | … | 68.32 | 31.04 | 46.67 | 33.95 | 18.47 | 33.16 | 30.97 | 8.56 | 23.86 | 35.48 | 20.51 | 28.39 | 60.88 | 11.55 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.03 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.53 |
Data as of 06/19/2020, 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 |
|---|---|---|---|---|
| IVEEX (Ivy Energy E) |
-37.44%
Mar 2017 – Mar 2020 |
-25.25%
Mar 2015 – Mar 2020 |
-11.37%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVEEX (Ivy Energy E) |
24.95%
Feb 2009 – Feb 2012 |
18.60%
Feb 2009 – Feb 2014 |
3.26%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart