Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVJCX (IVY IG INTERNATIONAL SMALL CAP FUND CLASS C) | NA | -1.40% | -7.29% | 2.19% | 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 |
|---|---|---|
| IVJCX (IVY IG INTERNATIONAL SMALL CAP FUND CLASS C) | 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 | -1.40 | -7.29 | 2.19 | NA | NA | NA | … | … | -1.05 | -26.44 | 9.93 | 13.40 | 22.82 | -19.64 | 26.93 |
| Sharpe Ratio | NA | -0.47 | -0.37 | 0.04 | NA | NA | NA | … | … | -0.44 | -0.94 | 0.35 | 0.47 | 2.05 | -1.57 | 3.54 |
| Standard Deviation(%) | NA | 12.09 | 24.72 | 23.38 | NA | NA | NA | … | … | 12.11 | 29.66 | 28.45 | 28.07 | 10.47 | 13.38 | 7.82 |
| Draw Down(%) | NA | 10.96 | 44.32 | 44.32 | NA | NA | NA | … | … | 10.96 | 35.92 | 16.91 | 37.94 | 5.67 | 27.06 | 2.67 |
| Yield(%) | 0.00 | 0.00 | 7.88 | 6.80 | 3.51 | 2.34 | 1.75 | … | … | 0.00 | 7.52 | 16.68 | 0.00 | 1.28 | 0.48 | 0.00 |
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 |
|---|---|---|---|---|
| IVJCX (IVY IG INTERNATIONAL SMALL CAP FUND CLASS C) |
-5.36%
Nov 2020 – Nov 2023 |
-3.47%
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 |
|---|---|---|---|---|
| IVJCX (IVY IG INTERNATIONAL SMALL CAP FUND CLASS C) |
15.26%
Dec 2018 – Dec 2021 |
6.36%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart