Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVOCX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS C) | 6.71% | 11.91% | 11.59% | 5.32% | 8.70% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVOCX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS C) | 10/02/2014 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 11.91 | 11.59 | 5.32 | 8.70 | NA | NA | … | … | 6.71 | 7.15 | 8.04 | 16.78 | -15.59 | 24.33 | 6.98 | 25.37 | -5.16 | 11.11 | 21.50 | -4.23 | 8.28 |
| Sharpe Ratio | NA | 0.73 | 0.58 | 0.16 | 0.38 | NA | NA | … | … | 0.95 | 0.24 | 0.35 | 0.84 | -0.71 | 1.65 | 0.17 | 1.85 | -0.46 | 1.28 | 1.46 | -0.30 | 2.84 |
| Standard Deviation(%) | NA | 13.02 | 15.15 | 17.38 | 19.16 | NA | NA | … | … | 14.50 | 17.92 | 12.62 | 15.79 | 24.15 | 14.72 | 39.04 | 12.94 | 14.21 | 8.20 | 14.58 | 14.04 | 13.45 |
| Draw Down(%) | NA | 9.57 | 20.04 | 22.50 | 41.20 | NA | NA | … | … | 9.57 | 17.54 | 7.91 | 13.30 | 22.50 | 6.60 | 41.20 | 6.89 | 18.72 | 5.29 | 8.91 | 12.44 | 4.82 |
| Yield(%) | 0.00 | 12.96 | 10.04 | 6.35 | 6.03 | 4.74 | 3.55 | … | … | 0.09 | 13.50 | 10.46 | 5.02 | 2.33 | 3.07 | 0.80 | 1.28 | 2.92 | 0.65 | 0.55 | 0.99 | 0.25 |
Data as of 06/04/2026, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVOCX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS C) |
-3.14%
Mar 2017 – Mar 2020 |
0.95%
Mar 2015 – Mar 2020 |
7.51%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVOCX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS C) |
18.68%
Mar 2020 – Mar 2023 |
14.80%
Mar 2020 – Mar 2025 |
10.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart