Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVOSX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS N) | 7.11% | 13.10% | 12.80% | 6.46% | 9.91% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVOSX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS N) | 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 | 13.10 | 12.80 | 6.46 | 9.91 | NA | NA | … | … | 7.11 | 8.42 | 9.20 | 17.96 | -14.63 | 25.76 | 8.24 | 26.77 | -4.08 | 12.43 | 22.83 | -3.25 | 8.37 |
| Sharpe Ratio | NA | 0.83 | 0.66 | 0.22 | 0.44 | NA | NA | … | … | 1.03 | 0.31 | 0.44 | 0.91 | -0.67 | 1.75 | 0.20 | 1.96 | -0.39 | 1.44 | 1.56 | -0.23 | 2.89 |
| Standard Deviation(%) | NA | 13.00 | 15.17 | 17.40 | 19.15 | NA | NA | … | … | 14.46 | 17.96 | 12.63 | 15.86 | 24.15 | 14.71 | 38.95 | 12.90 | 14.22 | 8.23 | 14.51 | 14.08 | 13.38 |
| Draw Down(%) | NA | 9.53 | 19.69 | 21.84 | 41.13 | NA | NA | … | … | 9.53 | 17.39 | 7.80 | 13.04 | 21.84 | 6.55 | 41.13 | 6.84 | 18.49 | 4.80 | 8.72 | 12.10 | 4.81 |
| Yield(%) | 0.00 | 14.05 | 11.22 | 7.43 | 7.60 | 6.05 | 4.54 | … | … | 0.38 | 14.65 | 11.67 | 6.13 | 3.64 | 4.32 | 1.86 | 2.59 | 4.05 | 1.69 | 1.36 | 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 |
|---|---|---|---|---|
| IVOSX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS N) |
-2.04%
Mar 2017 – Mar 2020 |
2.08%
Mar 2015 – Mar 2020 |
8.71%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVOSX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS N) |
20.02%
Mar 2020 – Mar 2023 |
16.07%
Mar 2020 – Mar 2025 |
11.43%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart