Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVJIX (IVY IG INTERNATIONAL SMALL CAP FUND CLASS I) | NA | -0.79% | -6.36% | 3.29% | 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 |
|---|---|---|
| IVJIX (IVY IG INTERNATIONAL SMALL CAP FUND CLASS I) | 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 | -0.79 | -6.36 | 3.29 | NA | NA | NA | … | … | -0.45 | -25.53 | 11.24 | 14.74 | 24.22 | -18.78 | 28.14 |
| Sharpe Ratio | NA | -0.42 | -0.33 | 0.08 | NA | NA | NA | … | … | -0.39 | -0.92 | 0.38 | 0.51 | 2.19 | -1.51 | 3.71 |
| Standard Deviation(%) | NA | 12.04 | 25.01 | 23.56 | NA | NA | NA | … | … | 12.06 | 29.37 | 29.54 | 28.08 | 10.41 | 13.33 | 7.81 |
| Draw Down(%) | NA | 10.65 | 44.35 | 44.35 | NA | NA | NA | … | … | 10.65 | 35.41 | 17.70 | 37.78 | 5.52 | 26.30 | 2.65 |
| Yield(%) | 0.00 | 0.00 | 8.20 | 7.52 | 4.07 | 2.71 | 2.03 | … | … | 0.00 | 7.41 | 17.73 | 0.65 | 2.56 | 1.52 | 0.43 |
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 |
|---|---|---|---|---|
| IVJIX (IVY IG INTERNATIONAL SMALL CAP FUND CLASS I) |
-4.38%
Nov 2020 – Nov 2023 |
-2.35%
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 |
|---|---|---|---|---|
| IVJIX (IVY IG INTERNATIONAL SMALL CAP FUND CLASS I) |
16.61%
Dec 2018 – Dec 2021 |
7.56%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart