Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVSYX (IVY GLOBAL BOND FUND CLASS Y) | 0.47% | 3.15% | 4.17% | 0.82% | 2.66% | 2.29% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVSYX (IVY GLOBAL BOND FUND CLASS Y) | 04/08/2008 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.15 | 4.17 | 0.82 | 2.66 | 2.29 | NA | … | … | 0.47 | 4.42 | 2.73 | 6.88 | -9.13 | -1.08 | 8.08 | 7.65 | -0.47 | 4.90 | 8.16 | -3.69 | -0.54 | 1.66 | 6.85 | 0.67 | 5.84 | 11.93 | -4.86 |
| Sharpe Ratio | NA | 0.37 | 0.34 | -0.41 | 0.30 | NA | NA | … | … | -0.24 | 0.51 | -0.25 | 0.65 | -2.01 | -0.67 | 1.25 | 3.00 | -1.13 | 2.78 | 2.88 | -1.25 | -0.22 | 0.74 | 4.57 | 0.29 | 3.64 | 7.26 | -3.03 |
| Standard Deviation(%) | NA | 2.82 | 3.64 | 4.02 | 3.67 | NA | NA | … | … | 3.43 | 3.01 | 3.54 | 5.01 | 5.28 | 1.65 | 6.25 | 2.06 | 1.64 | 1.54 | 2.76 | 2.96 | 2.46 | 2.18 | 1.50 | 2.16 | 1.58 | 1.63 | 2.42 |
| Draw Down(%) | NA | 2.51 | 3.46 | 15.05 | 15.05 | NA | NA | … | … | 2.51 | 1.73 | 2.31 | 4.66 | 13.67 | 2.07 | 12.81 | 1.68 | 1.73 | 0.72 | 1.95 | 6.53 | 5.96 | 3.37 | 1.86 | 4.39 | 1.35 | 0.75 | 7.57 |
| Yield(%) | 0.00 | 3.13 | 3.30 | 2.79 | 2.81 | 2.85 | 2.70 | … | … | 0.68 | 3.71 | 3.53 | 2.79 | 2.88 | 2.55 | 2.64 | 2.08 | 3.00 | 2.14 | 2.31 | 2.83 | 3.34 | 3.58 | 4.53 | 4.14 | 3.69 | 2.66 | 2.30 |
Data as of 06/04/2026, Common starting date is 04/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVSYX (IVY GLOBAL BOND FUND CLASS Y) |
-2.66%
Oct 2020 – Oct 2023 |
0.13%
Oct 2017 – Oct 2022 |
1.15%
Oct 2012 – Oct 2022 |
2.27%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVSYX (IVY GLOBAL BOND FUND CLASS Y) |
6.84%
Oct 2008 – Oct 2011 |
5.80%
Oct 2008 – Oct 2013 |
3.61%
Mar 2009 – Mar 2019 |
3.04%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart