Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVSIX (IVY GLOBAL BOND FUND CLASS I) | 0.34% | 3.40% | 4.33% | 1.00% | 2.88% | 2.52% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVSIX (IVY GLOBAL BOND FUND CLASS I) | 04/09/2008 | 06/05/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 3.40 | 4.33 | 1.00 | 2.88 | 2.52 | NA | … | … | 0.34 | 4.69 | 2.95 | 7.07 | -8.82 | -0.87 | 8.21 | 7.93 | -0.11 | 5.07 | 8.55 | -3.46 | -0.39 | 2.02 | 7.13 | 0.92 | 5.99 | 12.32 | -4.79 |
| Sharpe Ratio | NA | 0.27 | 0.30 | -0.38 | 0.34 | NA | NA | … | … | -0.51 | 0.60 | -0.19 | 0.68 | -1.95 | -0.56 | 1.28 | 3.11 | -0.89 | 2.96 | 3.05 | -1.19 | -0.16 | 0.91 | 4.43 | 0.41 | 3.68 | 6.79 | -2.96 |
| Standard Deviation(%) | NA | 2.84 | 3.62 | 4.03 | 3.67 | NA | NA | … | … | 3.36 | 3.02 | 3.57 | 5.03 | 5.27 | 1.58 | 6.22 | 2.07 | 1.68 | 1.50 | 2.73 | 2.94 | 2.53 | 2.18 | 1.61 | 2.17 | 1.60 | 1.80 | 2.45 |
| Draw Down(%) | NA | 2.39 | 3.40 | 14.84 | 14.84 | NA | NA | … | … | 2.39 | 1.73 | 2.30 | 4.56 | 13.44 | 2.11 | 12.80 | 1.64 | 1.72 | 0.64 | 1.82 | 6.32 | 5.88 | 3.42 | 1.94 | 4.45 | 1.34 | 0.85 | 7.47 |
| Yield(%) | 0.00 | 3.38 | 3.56 | 3.00 | 3.06 | 3.08 | 2.92 | … | … | 0.77 | 3.96 | 3.75 | 3.08 | 3.11 | 2.77 | 2.86 | 2.35 | 3.24 | 2.40 | 2.57 | 3.08 | 3.59 | 3.84 | 4.79 | 4.40 | 3.93 | 2.93 | 2.47 |
Data as of 06/05/2026, Common starting date is 04/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVSIX (IVY GLOBAL BOND FUND CLASS I) |
-2.44%
Oct 2020 – Oct 2023 |
0.36%
Oct 2017 – Oct 2022 |
1.40%
Oct 2012 – Oct 2022 |
2.52%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVSIX (IVY GLOBAL BOND FUND CLASS I) |
7.08%
Oct 2008 – Oct 2011 |
6.07%
Oct 2008 – Oct 2013 |
3.87%
Mar 2009 – Mar 2019 |
3.29%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart