Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVTEX (Ivy Managed Int’l Opportunities Fd Cl E) | NA | -8.03% | -5.68% | -2.87% | 2.01% | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVTEX (Ivy Managed Int’l Opportunities Fd Cl E) | 04/10/2007 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | -8.03 | -5.68 | -2.87 | 2.01 | NA | NA | … | … | -10.32 | 13.08 | -22.33 | 21.53 | 0.00 | -2.49 | -1.66 | 15.71 | 16.32 | -15.07 | 11.85 | 37.93 | -40.27 | 10.97 |
| Sharpe Ratio | NA | -0.30 | -0.33 | -0.20 | 0.10 | NA | NA | … | … | -0.52 | 0.95 | -1.43 | 2.60 | -0.01 | -0.18 | -0.16 | 1.44 | 1.17 | -0.65 | 0.64 | 1.50 | -1.17 | 0.71 |
| Standard Deviation(%) | NA | 29.45 | 20.40 | 18.35 | 16.87 | NA | NA | … | … | 40.62 | 13.13 | 16.60 | 8.09 | 15.88 | 14.38 | 10.61 | 10.85 | 14.01 | 23.18 | 18.45 | 25.24 | 34.99 | 17.47 |
| Draw Down(%) | NA | 37.98 | 46.34 | 46.34 | 46.34 | NA | NA | … | … | 35.43 | 8.25 | 30.37 | 2.89 | 13.98 | 17.70 | 10.63 | 11.16 | 14.54 | 27.01 | 15.94 | 22.04 | 50.73 | 11.78 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.55 | 0.83 | 0.63 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.32 | 1.65 | 1.49 | 0.65 | 0.72 | 4.09 | 3.32 |
Data as of 06/19/2020, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTEX (Ivy Managed Int'l Opportunities Fd Cl E) |
-9.61%
Mar 2017 – Mar 2020 |
-5.78%
Mar 2015 – Mar 2020 |
-0.27%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTEX (Ivy Managed Int'l Opportunities Fd Cl E) |
20.86%
Feb 2009 – Feb 2012 |
16.14%
Feb 2009 – Feb 2014 |
7.64%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart