Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVTIX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS I) | NA | 7.31% | -1.31% | 5.33% | 3.92% | 5.63% | NA | … | … |
Data as of 07/23/2024, Common starting date is 04/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVTIX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS I) | 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 | 7.31 | -1.31 | 5.33 | 3.92 | 5.63 | NA | … | … | 5.74 | 13.25 | -18.87 | 8.47 | 14.61 | 20.95 | -15.73 | 24.71 | 1.38 | -0.35 | -0.18 | 15.96 | 16.53 | -14.77 | 12.00 | 38.31 | -40.06 | 10.51 |
| Sharpe Ratio | NA | 0.35 | -0.25 | 0.19 | 0.17 | NA | NA | … | … | 0.92 | 0.75 | -0.96 | 0.64 | 0.48 | 1.74 | -1.16 | 3.19 | 0.07 | -0.03 | -0.02 | 1.47 | 1.19 | -0.64 | 0.65 | 1.51 | -1.17 | 0.69 |
| Standard Deviation(%) | NA | 9.64 | 15.18 | 18.74 | 16.18 | NA | NA | … | … | 7.54 | 12.10 | 21.22 | 13.15 | 30.01 | 11.23 | 14.71 | 7.59 | 15.86 | 14.54 | 10.50 | 10.81 | 14.02 | 22.97 | 18.40 | 25.23 | 34.92 | 17.60 |
| Draw Down(%) | NA | 10.90 | 32.52 | 35.26 | 37.67 | NA | NA | … | … | 4.33 | 10.90 | 30.92 | 7.87 | 35.26 | 8.12 | 24.48 | 2.84 | 13.95 | 17.58 | 10.61 | 11.12 | 14.40 | 26.86 | 16.02 | 22.04 | 50.55 | 11.76 |
| Yield(%) | 0.00 | 107.18 | 31.27 | 25.04 | 13.61 | 13.66 | 7.82 | … | … | 107.46 | 2.97 | 11.13 | 2.87 | 1.08 | 7.72 | 6.43 | 3.20 | 1.31 | 2.01 | 1.64 | 1.48 | 1.90 | 1.66 | 0.81 | 0.93 | 4.30 | 3.48 |
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 |
|---|---|---|---|---|
| IVTIX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS I) |
-7.44%
Jun 2007 – Jun 2010 |
-3.64%
Oct 2007 – Oct 2012 |
2.10%
Mar 2010 – Mar 2020 |
1.09%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTIX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS I) |
21.12%
Feb 2009 – Feb 2012 |
16.35%
Feb 2009 – Feb 2014 |
9.46%
Feb 2009 – Feb 2019 |
8.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart