Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVLEX (IVY LIMITED-TERM BOND FUND CLASS E) | NA | -4.30% | 0.20% | 0.85% | 0.90% | 2.28% | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVLEX (IVY LIMITED-TERM BOND FUND CLASS E) | 04/10/2007 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.30 | 0.20 | 0.85 | 0.90 | 2.28 | NA | … | … | -3.88 | -1.27 | 3.65 | 4.07 | 0.65 | 1.64 | 1.90 | 0.42 | 0.84 | -0.84 | 2.56 | 2.93 | 3.24 | 6.09 | 7.74 | 3.56 |
| Sharpe Ratio | NA | -2.76 | -0.11 | 0.07 | 0.29 | NA | NA | … | … | -3.72 | -1.33 | 1.76 | 1.53 | -0.56 | 0.69 | 0.99 | 0.21 | 0.58 | -0.46 | 1.73 | 1.34 | 1.27 | 1.76 | 1.77 | 0.83 |
| Standard Deviation(%) | NA | 1.70 | 1.72 | 1.59 | 1.64 | NA | NA | … | … | 1.98 | 0.97 | 1.94 | 1.73 | 1.22 | 1.48 | 1.70 | 1.85 | 1.42 | 1.91 | 1.46 | 2.16 | 2.48 | 3.41 | 3.84 | 2.44 |
| Draw Down(%) | NA | 4.60 | 4.60 | 4.60 | 4.60 | NA | NA | … | … | 3.88 | 1.45 | 3.26 | 1.00 | 1.18 | 0.79 | 1.94 | 1.22 | 0.73 | 3.35 | 0.80 | 1.08 | 2.51 | 1.38 | 1.92 | 1.57 |
| Yield(%) | 0.00 | 1.41 | 1.43 | 1.62 | 1.56 | 2.18 | 1.63 | … | … | 0.56 | 1.36 | 1.53 | 1.97 | 1.84 | 1.63 | 1.53 | 1.35 | 1.38 | 1.84 | 1.92 | 2.54 | 2.50 | 3.42 | 3.49 | 1.76 |
Data as of 07/27/2022, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVLEX (IVY LIMITED-TERM BOND FUND CLASS E) |
0.13%
Dec 2012 – Dec 2015 |
0.42%
Apr 2013 – Apr 2018 |
0.93%
Jun 2012 – Jun 2022 |
2.32%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVLEX (IVY LIMITED-TERM BOND FUND CLASS E) |
7.05%
Jul 2007 – Jul 2010 |
5.18%
Jul 2007 – Jul 2012 |
3.03%
Jun 2007 – Jun 2017 |
2.36%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison Chart