Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IVIAX (IVY INTERNATIONAL CORE EQUITY FUND CLASS A) | 19.45% | 15.22% | 14.95% | 9.83% | 5.12% | 6.74% | 6.81% | 5.82% |
Data as of 07/18/2025, AR inception is 08/18/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVIAX (IVY INTERNATIONAL CORE EQUITY FUND CLASS A) | 08/18/1997 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 15.22 | 14.95 | 9.83 | 5.12 | 6.74 | 6.81 | 5.82 | 19.45 | 3.66 | 16.71 | -15.37 | 13.98 | 7.08 | 18.48 | -17.87 | 22.74 | 1.35 | -1.02 | 1.00 | 24.52 | 13.44 | -14.05 | 13.48 | 44.24 | -41.49 | 18.10 | 26.14 | 24.51 | 16.55 | 27.19 | -15.93 | -17.17 | -7.25 | 27.80 | 6.63 | -9.48 |
| Sharpe Ratio | NA | 0.67 | 0.71 | 0.46 | 0.21 | NA | NA | 0.22 | 1.76 | -0.22 | 0.97 | -0.71 | 1.04 | 0.23 | 1.59 | -1.28 | 2.68 | 0.06 | -0.07 | 0.09 | 2.14 | 0.84 | -0.54 | 0.64 | 1.63 | -1.06 | 0.81 | 1.57 | 2.20 | 1.16 | 2.05 | -0.84 | -1.11 | -0.86 | 2.25 | 0.17 | -1.38 |
| Standard Deviation(%) | NA | 18.10 | 16.31 | 17.02 | 17.58 | NA | NA | 18.67 | 20.44 | 13.17 | 12.95 | 23.84 | 13.40 | 30.22 | 10.76 | 15.02 | 8.28 | 17.92 | 15.39 | 10.93 | 11.45 | 16.10 | 26.25 | 21.03 | 27.13 | 39.77 | 18.66 | 14.60 | 10.17 | 13.44 | 12.90 | 20.35 | 17.85 | 13.17 | 10.92 | 19.59 | 19.43 |
| Draw Down(%) | NA | 15.50 | 16.67 | 30.46 | 40.87 | NA | NA | 56.37 | 15.50 | 8.63 | 9.86 | 30.25 | 7.99 | 35.55 | 7.56 | 25.92 | 3.98 | 15.10 | 18.47 | 12.21 | 8.47 | 16.75 | 26.59 | 17.68 | 22.65 | 53.01 | 11.93 | 16.47 | 8.47 | 11.49 | 15.31 | 29.84 | 32.73 | 16.35 | 8.09 | 29.02 | 15.23 |
| Yield(%) | 0.00 | 0.66 | 1.57 | 1.80 | 2.15 | 3.48 | 4.31 | 3.94 | 0.00 | 0.72 | 2.89 | 0.69 | 2.69 | 1.03 | 2.78 | 7.17 | 1.22 | 1.63 | 0.81 | 10.85 | 2.27 | 1.55 | 2.87 | 1.02 | 1.00 | 2.86 | 9.33 | 5.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.17 | 0.88 | 1.26 | 1.06 | 0.00 |
Data as of 07/18/2025, AR inception is 08/18/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVIAX (IVY INTERNATIONAL CORE EQUITY FUND CLASS A) |
-14.66%
Mar 2000 - Mar 2003 |
-6.75%
Sep 1997 - Sep 2002 |
1.37%
Feb 1999 - Feb 2009 |
1.28%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVIAX (IVY INTERNATIONAL CORE EQUITY FUND CLASS A) |
30.34%
Oct 2004 - Oct 2007 |
24.77%
Oct 2002 - Oct 2007 |
11.10%
Mar 2003 - Mar 2013 |
10.23%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart