Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVOYX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS Y) | 6.97% | 12.70% | 12.41% | 6.10% | 9.51% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVOYX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS Y) | 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 | 12.70 | 12.41 | 6.10 | 9.51 | NA | NA | … | … | 6.97 | 8.01 | 8.86 | 17.61 | -14.98 | 25.32 | 7.80 | 26.33 | -4.54 | 11.98 | 22.38 | -3.54 | 8.31 |
| Sharpe Ratio | NA | 0.80 | 0.64 | 0.20 | 0.42 | NA | NA | … | … | 1.00 | 0.29 | 0.42 | 0.89 | -0.68 | 1.72 | 0.19 | 1.93 | -0.42 | 1.39 | 1.52 | -0.25 | 2.86 |
| Standard Deviation(%) | NA | 13.00 | 15.16 | 17.38 | 19.16 | NA | NA | … | … | 14.49 | 17.97 | 12.59 | 15.80 | 24.14 | 14.69 | 39.04 | 12.90 | 14.21 | 8.21 | 14.54 | 14.05 | 13.40 |
| Draw Down(%) | NA | 9.50 | 19.82 | 22.04 | 41.20 | NA | NA | … | … | 9.50 | 17.42 | 7.90 | 13.15 | 22.04 | 6.51 | 41.20 | 6.85 | 18.56 | 4.94 | 8.81 | 12.16 | 4.87 |
| Yield(%) | 0.00 | 13.64 | 10.80 | 6.99 | 7.00 | 5.55 | 4.16 | … | … | 0.29 | 14.23 | 11.21 | 5.80 | 2.72 | 3.87 | 1.50 | 2.13 | 3.64 | 1.26 | 1.11 | 1.69 | 0.39 |
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 |
|---|---|---|---|---|
| IVOYX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS Y) |
-2.42%
Mar 2017 – Mar 2020 |
1.69%
Mar 2015 – Mar 2020 |
8.31%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVOYX (IVY MID CAP INCOME OPPORTUNITIES FUND CLASS Y) |
19.56%
Mar 2020 – Mar 2023 |
15.64%
Mar 2020 – Mar 2025 |
11.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart