Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVTAX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS A) | NA | 7.15% | -1.59% | 5.05% | 3.61% | 5.31% | NA | … | … |
Data as of 07/23/2024, Common starting date is 04/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVTAX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS A) | 04/13/2007 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.15 | -1.59 | 5.05 | 3.61 | 5.31 | NA | … | … | 5.69 | 12.93 | -19.24 | 8.20 | 14.51 | 20.72 | -16.11 | 24.43 | 0.94 | -0.89 | -0.22 | 15.77 | 16.22 | -15.24 | 11.78 | 37.78 | -40.35 | 10.24 |
| Sharpe Ratio | NA | 0.32 | -0.27 | 0.18 | 0.15 | NA | NA | … | … | 0.93 | 0.72 | -0.96 | 0.61 | 0.47 | 1.69 | -1.18 | 3.12 | 0.05 | -0.06 | -0.02 | 1.43 | 1.15 | -0.66 | 0.64 | 1.50 | -1.18 | 0.66 |
| Standard Deviation(%) | NA | 9.57 | 15.37 | 18.94 | 16.32 | NA | NA | … | … | 7.33 | 12.13 | 21.63 | 13.31 | 30.27 | 11.41 | 14.77 | 7.67 | 15.88 | 14.56 | 10.63 | 10.97 | 14.13 | 23.08 | 18.39 | 25.13 | 34.90 | 17.67 |
| Draw Down(%) | NA | 10.95 | 32.76 | 35.49 | 38.30 | NA | NA | … | … | 4.18 | 10.95 | 31.06 | 8.07 | 35.49 | 8.26 | 24.87 | 2.94 | 14.08 | 17.72 | 10.64 | 11.26 | 14.66 | 27.01 | 15.94 | 22.04 | 50.82 | 11.86 |
| Yield(%) | 0.00 | 107.05 | 31.02 | 24.75 | 13.29 | 13.24 | 7.55 | … | … | 107.33 | 2.76 | 11.20 | 2.66 | 0.89 | 7.51 | 6.22 | 2.94 | 1.08 | 1.57 | 1.41 | 1.25 | 1.54 | 1.43 | 0.58 | 0.58 | 4.01 | 3.23 |
Data as of 07/23/2024, Common starting date is 04/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTAX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS A) |
-7.80%
Jun 2007 – Jun 2010 |
-3.99%
Oct 2007 – Oct 2012 |
1.78%
Mar 2010 – Mar 2020 |
0.77%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTAX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS A) |
20.76%
Feb 2009 – Feb 2012 |
16.03%
Feb 2009 – Feb 2014 |
9.13%
Feb 2009 – Feb 2019 |
7.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart