Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVTCX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS C) | NA | 6.61% | -2.34% | 4.44% | 2.85% | 4.55% | NA | … | … |
Data as of 07/23/2024, Common starting date is 04/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVTCX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS C) | 04/18/2007 | 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 | 6.61 | -2.34 | 4.44 | 2.85 | 4.55 | NA | … | … | 5.57 | 12.00 | -20.03 | 7.60 | 14.06 | 20.40 | -17.18 | 24.03 | 0.32 | -2.39 | -1.00 | 15.00 | 15.48 | -16.05 | 11.05 | 36.93 | -40.95 | 8.77 |
| Sharpe Ratio | NA | 0.28 | -0.32 | 0.14 | 0.10 | NA | NA | … | … | 0.89 | 0.65 | -0.99 | 0.56 | 0.44 | 1.63 | -1.22 | 3.00 | 0.01 | -0.16 | -0.09 | 1.36 | 1.09 | -0.69 | 0.59 | 1.46 | -1.18 | 0.55 |
| Standard Deviation(%) | NA | 9.54 | 15.45 | 19.34 | 16.66 | NA | NA | … | … | 7.35 | 12.03 | 21.77 | 13.62 | 31.27 | 11.67 | 15.11 | 7.82 | 16.24 | 14.75 | 10.75 | 11.05 | 14.32 | 23.44 | 18.61 | 25.21 | 35.27 | 17.76 |
| Draw Down(%) | NA | 11.13 | 33.63 | 36.48 | 40.23 | NA | NA | … | … | 4.24 | 11.13 | 31.73 | 8.65 | 36.48 | 8.67 | 25.93 | 3.00 | 14.33 | 18.34 | 11.07 | 11.41 | 14.92 | 27.53 | 16.15 | 22.12 | 51.45 | 11.89 |
| Yield(%) | 0.00 | 106.49 | 30.32 | 24.10 | 12.52 | 12.18 | 6.83 | … | … | 107.07 | 1.79 | 11.48 | 2.11 | 0.41 | 7.08 | 5.80 | 2.35 | 0.54 | 0.42 | 0.86 | 0.71 | 0.95 | 0.92 | 0.07 | 0.00 | 3.49 | 2.70 |
Data as of 07/23/2024, Common starting date is 04/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTCX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS C) |
-8.55%
Jun 2007 – Jun 2010 |
-4.76%
Oct 2007 – Oct 2012 |
0.89%
Mar 2010 – Mar 2020 |
0.01%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTCX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS C) |
19.91%
Feb 2009 – Feb 2012 |
15.24%
Feb 2009 – Feb 2014 |
8.28%
Feb 2009 – Feb 2019 |
6.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart