Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVJAX (IVY IG INTERNATIONAL SMALL CAP FUND CLASS A) | NA | -0.91% | -6.66% | 2.92% | NA | NA | NA | … | … |
Data as of 12/29/2023, Common starting date is 01/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVJAX (IVY IG INTERNATIONAL SMALL CAP FUND CLASS A) | 01/17/2017 | 12/29/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.91 | -6.66 | 2.92 | NA | NA | NA | … | … | -0.57 | -25.90 | 10.84 | 14.27 | 23.75 | -19.08 | 27.79 |
| Sharpe Ratio | NA | -0.43 | -0.34 | 0.07 | NA | NA | NA | … | … | -0.40 | -0.93 | 0.37 | 0.50 | 2.14 | -1.53 | 3.67 |
| Standard Deviation(%) | NA | 12.11 | 24.88 | 23.51 | NA | NA | NA | … | … | 12.13 | 29.40 | 29.13 | 28.20 | 10.46 | 13.35 | 7.80 |
| Draw Down(%) | NA | 10.62 | 44.35 | 44.35 | NA | NA | NA | … | … | 10.62 | 35.59 | 17.48 | 37.88 | 5.54 | 26.52 | 2.65 |
| Yield(%) | 0.00 | 0.00 | 8.08 | 7.25 | 3.86 | 2.58 | 1.93 | … | … | 0.00 | 7.43 | 17.36 | 0.35 | 2.08 | 1.23 | 0.19 |
Data as of 12/29/2023, Common starting date is 01/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVJAX (IVY IG INTERNATIONAL SMALL CAP FUND CLASS A) |
-4.68%
Nov 2020 – Nov 2023 |
-2.70%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVJAX (IVY IG INTERNATIONAL SMALL CAP FUND CLASS A) |
16.16%
Dec 2018 – Dec 2021 |
7.17%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart