Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVEOX (Ivy European Opportunities Fd Cl E) | NA | -13.73% | -0.98% | 0.28% | 5.53% | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVEOX (Ivy European Opportunities Fd Cl E) | 04/10/2007 | 11/02/2018 |
| 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 (%) | -3.22 | -13.73 | -0.98 | 0.28 | 5.53 | NA | NA | … | … | -13.05 | 20.00 | -3.45 | 2.94 | -7.55 | 24.55 | 19.43 | -15.07 | 11.18 | 28.83 | -47.90 | 3.86 |
| Sharpe Ratio | NA | -0.97 | -0.09 | 0.00 | 0.23 | NA | NA | … | … | -1.03 | 1.86 | -0.16 | 0.17 | -0.52 | 1.94 | 1.11 | -0.51 | 0.48 | 0.95 | -1.11 | 0.11 |
| Standard Deviation(%) | NA | 15.48 | 17.99 | 17.50 | 22.37 | NA | NA | … | … | 16.07 | 10.48 | 22.83 | 17.45 | 14.46 | 12.66 | 17.62 | 29.64 | 23.11 | 30.34 | 43.84 | 21.34 |
| Draw Down(%) | NA | 20.20 | 20.20 | 23.89 | 30.52 | NA | NA | … | … | 20.20 | 3.72 | 15.82 | 13.83 | 15.57 | 7.29 | 13.93 | 28.60 | 20.47 | 27.18 | 57.36 | 15.86 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.14 | 1.89 | 1.35 | 1.01 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.81 | 0.97 | 0.76 | 0.40 | 2.43 | 7.16 | 11.01 |
Data as of 11/02/2018, 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 |
|---|---|---|---|---|
| IVEOX (Ivy European Opportunities Fd Cl E) |
-17.41%
Jun 2007 – Jun 2010 |
-8.68%
May 2007 – May 2012 |
-0.61%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVEOX (Ivy European Opportunities Fd Cl E) |
18.97%
Feb 2009 – Feb 2012 |
18.06%
Feb 2009 – Feb 2014 |
5.37%
Oct 2008 – Oct 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart