Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVIFX (IVY INTERNATIONAL CORE EQUITY FUND CLASS C) | 6.22% | 12.27% | 12.86% | 5.08% | 6.66% | 5.11% | 5.13% | … | … |
Data as of 06/03/2026, Common starting date is 08/19/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVIFX (IVY INTERNATIONAL CORE EQUITY FUND CLASS C) | 08/19/1997 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 12.27 | 12.86 | 5.08 | 6.66 | 5.11 | 5.13 | … | … | 6.22 | 22.95 | 2.90 | 15.84 | -15.95 | 13.24 | 6.20 | 17.63 | -18.34 | 21.88 | 0.64 | -1.25 | 0.35 | 23.64 | 12.78 | -14.54 | 12.75 | 43.63 | -41.90 | 17.38 | 25.11 | 24.07 | 15.49 | 26.09 | -18.39 | -17.83 | -7.97 | 26.91 | 5.79 | -10.34 |
| Sharpe Ratio | NA | 0.56 | 0.62 | 0.16 | 0.29 | NA | NA | … | … | 0.58 | 1.18 | -0.06 | 0.95 | -0.74 | 0.99 | 0.20 | 1.50 | -1.32 | 2.57 | 0.02 | -0.08 | 0.03 | 2.06 | 0.80 | -0.55 | 0.60 | 1.61 | -1.07 | 0.77 | 1.49 | 2.13 | 1.08 | 1.99 | -0.96 | -1.15 | -0.93 | 2.15 | 0.12 | -1.51 |
| Standard Deviation(%) | NA | 16.84 | 15.88 | 17.26 | 17.54 | NA | NA | … | … | 22.39 | 17.11 | 13.09 | 12.89 | 23.72 | 13.39 | 30.27 | 10.81 | 15.01 | 8.30 | 18.00 | 15.37 | 10.96 | 11.47 | 16.09 | 26.29 | 21.09 | 27.12 | 39.88 | 18.62 | 14.62 | 10.24 | 13.47 | 12.73 | 20.41 | 17.90 | 13.18 | 10.96 | 19.68 | 19.37 |
| Draw Down(%) | NA | 14.71 | 15.54 | 31.10 | 41.78 | NA | NA | … | … | 14.71 | 15.54 | 8.68 | 9.98 | 30.64 | 8.27 | 35.72 | 7.61 | 26.32 | 4.02 | 15.19 | 18.67 | 12.43 | 8.51 | 16.93 | 26.81 | 17.69 | 22.61 | 53.19 | 11.99 | 16.51 | 8.35 | 11.82 | 15.35 | 31.06 | 33.12 | 16.94 | 8.15 | 29.33 | 15.37 |
| Yield(%) | 0.00 | 12.25 | 5.80 | 3.47 | 3.66 | 3.45 | 3.71 | … | … | 0.00 | 14.29 | 0.00 | 2.19 | 0.13 | 2.38 | 0.61 | 2.46 | 7.42 | 0.69 | 1.14 | 0.71 | 11.28 | 1.78 | 1.02 | 2.64 | 0.59 | 0.53 | 2.55 | 9.22 | 5.38 | 0.36 | 0.00 | 0.00 | 0.00 | 0.17 | 0.24 | 0.35 | 0.30 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/19/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVIFX (IVY INTERNATIONAL CORE EQUITY FUND CLASS C) |
-15.95%
Mar 2000 – Mar 2003 |
-7.83%
Mar 1998 – Mar 2003 |
0.41%
Feb 1999 – Feb 2009 |
0.65%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVIFX (IVY INTERNATIONAL CORE EQUITY FUND CLASS C) |
29.53%
Oct 2004 – Oct 2007 |
23.76%
Oct 2002 – Oct 2007 |
10.39%
Mar 2003 – Mar 2013 |
9.53%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart