Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IVHIX (IVY HIGH INCOME FUND CLASS I) | 1.44% | 3.56% | 8.35% | 5.76% | 4.49% | 6.20% | NA | 6.32% |
Data as of 07/18/2025, AR inception is 04/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVHIX (IVY HIGH INCOME FUND CLASS I) | 04/05/2007 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 3.56 | 8.35 | 5.76 | 4.49 | 6.20 | NA | 6.32 | 1.44 | 5.67 | 12.53 | -10.02 | 7.59 | 5.61 | 11.54 | -3.02 | 8.28 | 17.04 | -6.64 | 2.37 | 10.49 | 17.18 | 6.44 | 14.89 | 45.95 | -19.66 | -0.18 |
| Sharpe Ratio | NA | 0.08 | 0.76 | 0.60 | 0.47 | NA | NA | 0.92 | -0.07 | -0.18 | 1.15 | -1.33 | 2.07 | 0.43 | 2.65 | -1.16 | 2.64 | 3.61 | -1.60 | 0.73 | 3.64 | 5.65 | 1.33 | 4.22 | 8.86 | -2.31 | -0.84 |
| Standard Deviation(%) | NA | 4.94 | 6.60 | 6.21 | 6.41 | NA | NA | 5.74 | 5.32 | 5.10 | 7.28 | 8.62 | 3.65 | 12.45 | 3.83 | 3.75 | 2.91 | 4.66 | 4.17 | 3.21 | 2.87 | 3.06 | 4.80 | 3.51 | 5.17 | 8.87 | 3.67 |
| Draw Down(%) | NA | 6.20 | 7.65 | 15.61 | 24.04 | NA | NA | 25.82 | 5.27 | 2.45 | 5.76 | 15.61 | 1.83 | 24.04 | 2.06 | 7.15 | 1.84 | 5.66 | 11.29 | 4.55 | 3.29 | 1.88 | 7.23 | 3.57 | 4.83 | 25.65 | 5.40 |
| Yield(%) | 0.00 | 5.57 | 7.29 | 7.02 | 6.19 | 7.39 | 6.35 | 7.05 | 2.21 | 6.93 | 7.75 | 7.36 | 7.23 | 6.52 | 7.38 | 6.20 | 7.14 | 8.42 | 7.92 | 9.03 | 8.96 | 9.46 | 10.20 | 12.59 | 12.74 | 7.98 | 4.73 |
Data as of 07/18/2025, AR inception is 04/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVHIX (IVY HIGH INCOME FUND CLASS I) |
-1.43%
Mar 2017 - Mar 2020 |
1.00%
Mar 2015 - Mar 2020 |
3.48%
Oct 2013 - Oct 2023 |
5.79%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVHIX (IVY HIGH INCOME FUND CLASS I) |
22.19%
Nov 2008 - Nov 2011 |
19.12%
Nov 2008 - Nov 2013 |
11.26%
Nov 2008 - Nov 2018 |
8.71%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart