Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVHEX (IVY HIGH INCOME FUND CLASS E) | NA | -7.26% | 1.42% | 2.26% | 4.38% | 6.05% | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVHEX (IVY HIGH INCOME FUND CLASS E) | 04/10/2007 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.26 | 1.42 | 2.26 | 4.38 | 6.05 | NA | … | … | -10.41 | 1.80 | 4.67 | 11.11 | -2.86 | 7.75 | 16.49 | -7.19 | 1.74 | 9.73 | 16.37 | 5.76 | 14.26 | 45.50 | -20.37 | -0.83 |
| Sharpe Ratio | NA | -1.44 | 0.12 | 0.22 | 0.74 | NA | NA | … | … | -2.87 | 0.53 | 0.36 | 2.58 | -1.12 | 2.54 | 3.52 | -1.76 | 0.56 | 3.54 | 5.66 | 1.22 | 4.17 | 8.76 | -2.39 | -1.08 |
| Standard Deviation(%) | NA | 5.41 | 8.09 | 6.67 | 5.35 | NA | NA | … | … | 6.39 | 3.36 | 12.36 | 3.77 | 3.73 | 2.81 | 4.60 | 4.09 | 3.10 | 2.74 | 2.91 | 4.70 | 3.40 | 5.18 | 8.87 | 3.71 |
| Draw Down(%) | NA | 12.18 | 24.06 | 24.06 | 24.06 | NA | NA | … | … | 12.18 | 4.79 | 24.06 | 2.10 | 7.20 | 1.84 | 5.69 | 11.52 | 4.74 | 3.33 | 1.94 | 7.33 | 3.57 | 4.74 | 25.98 | 5.43 |
| Yield(%) | 0.00 | 7.39 | 6.36 | 6.22 | 6.71 | 7.40 | 5.29 | … | … | 2.46 | 7.79 | 6.26 | 6.98 | 6.36 | 6.63 | 7.93 | 7.35 | 8.42 | 8.26 | 8.73 | 9.57 | 12.03 | 12.19 | 7.20 | 4.32 |
Data as of 07/27/2022, 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 |
|---|---|---|---|---|
| IVHEX (IVY HIGH INCOME FUND CLASS E) |
-1.66%
Mar 2017 – Mar 2020 |
0.66%
Mar 2015 – Mar 2020 |
4.44%
Jun 2012 – Jun 2022 |
5.80%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVHEX (IVY HIGH INCOME FUND CLASS E) |
21.60%
Nov 2008 – Nov 2011 |
18.45%
Nov 2008 – Nov 2013 |
10.72%
Nov 2008 – Nov 2018 |
5.86%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison Chart