Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVOIX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS I) | 7.09% | 12.99% | 12.70% | 6.40% | 9.85% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVOIX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS I) | 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 (%) | 0.61 | 12.99 | 12.70 | 6.40 | 9.85 | NA | NA | … | … | 7.09 | 8.29 | 9.08 | 17.95 | -14.67 | 25.76 | 8.24 | 26.82 | -4.25 | 12.30 | 22.82 | -3.25 | 8.37 |
| Sharpe Ratio | NA | 0.82 | 0.65 | 0.22 | 0.44 | NA | NA | … | … | 1.02 | 0.30 | 0.43 | 0.91 | -0.67 | 1.75 | 0.20 | 1.97 | -0.40 | 1.42 | 1.56 | -0.23 | 2.89 |
| Standard Deviation(%) | NA | 12.99 | 15.17 | 17.39 | 19.15 | NA | NA | … | … | 14.48 | 17.94 | 12.65 | 15.78 | 24.15 | 14.73 | 39.01 | 12.89 | 14.19 | 8.22 | 14.49 | 14.06 | 13.38 |
| Draw Down(%) | NA | 9.49 | 19.75 | 21.87 | 41.13 | NA | NA | … | … | 9.49 | 17.38 | 7.88 | 13.08 | 21.87 | 6.55 | 41.13 | 6.84 | 18.47 | 4.77 | 8.72 | 12.10 | 4.81 |
| Yield(%) | 0.00 | 13.95 | 11.11 | 7.37 | 7.52 | 5.99 | 4.49 | … | … | 0.36 | 14.52 | 11.56 | 6.05 | 3.65 | 4.32 | 1.86 | 2.55 | 3.94 | 1.57 | 1.35 | 1.99 | 0.45 |
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 |
|---|---|---|---|---|
| IVOIX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS I) |
-2.11%
Mar 2017 – Mar 2020 |
2.02%
Mar 2015 – Mar 2020 |
8.66%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVOIX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS I) |
20.00%
Mar 2020 – Mar 2023 |
16.02%
Mar 2020 – Mar 2025 |
11.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart