Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVEIX (IVY ENERGY FUND CLASS I) | 22.61% | 48.66% | 14.09% | 15.04% | 2.21% | 0.59% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVEIX (IVY ENERGY FUND CLASS I) | 04/10/2007 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.92 | 48.66 | 14.09 | 15.04 | 2.21 | 0.59 | NA | … | … | 22.61 | 22.31 | -3.32 | -3.88 | 41.61 | 44.05 | -38.46 | 4.62 | -34.32 | -12.75 | 34.76 | -22.77 | -10.33 | 27.57 | 1.30 | -9.51 | 22.81 | 39.87 | -46.40 | 37.11 |
| Sharpe Ratio | NA | 3.54 | 0.68 | 0.63 | 0.01 | NA | NA | … | … | 3.89 | 1.22 | -0.67 | -0.50 | 1.26 | 1.42 | -0.60 | 0.11 | -1.19 | -0.56 | 1.05 | -0.87 | -0.50 | 1.67 | 0.06 | -0.28 | 0.86 | 1.00 | -0.85 | 2.24 |
| Standard Deviation(%) | NA | 12.83 | 15.50 | 21.83 | 31.35 | NA | NA | … | … | 14.49 | 16.20 | 14.77 | 16.40 | 32.01 | 31.09 | 64.01 | 28.48 | 30.14 | 24.07 | 32.96 | 26.12 | 20.90 | 16.51 | 21.11 | 34.64 | 26.45 | 39.86 | 55.26 | 22.86 |
| Draw Down(%) | NA | 4.53 | 22.57 | 29.93 | 81.23 | NA | NA | … | … | 3.72 | 15.90 | 12.62 | 18.55 | 26.08 | 20.05 | 68.26 | 31.04 | 46.43 | 33.94 | 18.47 | 33.10 | 30.93 | 8.56 | 23.83 | 35.43 | 20.50 | 28.30 | 60.88 | 11.57 |
| Yield(%) | 0.00 | 1.24 | 1.72 | 2.22 | 0.84 | 0.49 | 0.52 | … | … | 0.00 | 1.25 | 1.26 | 2.60 | 2.53 | 2.50 | 1.74 | 0.00 | 0.00 | 0.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.74 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| IVEIX (IVY ENERGY FUND CLASS I) |
-37.19%
Mar 2017 – Mar 2020 |
-25.03%
Mar 2015 – Mar 2020 |
-11.20%
Mar 2010 – Mar 2020 |
-3.07%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVEIX (IVY ENERGY FUND CLASS I) |
48.04%
Mar 2020 – Mar 2023 |
26.06%
Oct 2020 – Oct 2025 |
3.83%
Feb 2016 – Feb 2026 |
2.55%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart