Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVTYX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS Y) | NA | 7.12% | -1.54% | 5.14% | 3.71% | 5.40% | NA | … | … |
Data as of 07/23/2024, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVTYX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS Y) | 04/10/2007 | 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 | 7.12 | -1.54 | 5.14 | 3.71 | 5.40 | NA | … | … | 5.73 | 12.95 | -19.14 | 8.25 | 14.55 | 20.91 | -16.04 | 24.52 | 1.13 | -0.79 | -0.04 | 15.74 | 16.37 | -15.16 | 11.67 | 37.85 | -40.35 | 10.95 |
| Sharpe Ratio | NA | 0.33 | -0.27 | 0.18 | 0.16 | NA | NA | … | … | 0.93 | 0.72 | -0.95 | 0.62 | 0.47 | 1.73 | -1.17 | 3.12 | 0.06 | -0.06 | -0.01 | 1.44 | 1.17 | -0.65 | 0.63 | 1.50 | -1.18 | 0.71 |
| Standard Deviation(%) | NA | 9.59 | 15.41 | 18.96 | 16.32 | NA | NA | … | … | 7.40 | 12.12 | 21.71 | 13.28 | 30.30 | 11.24 | 14.77 | 7.69 | 15.85 | 14.52 | 10.62 | 10.95 | 14.09 | 23.29 | 18.46 | 25.22 | 34.96 | 17.47 |
| Draw Down(%) | NA | 10.93 | 32.70 | 35.55 | 38.20 | NA | NA | … | … | 4.28 | 10.93 | 31.03 | 8.07 | 35.55 | 8.17 | 24.72 | 2.94 | 13.99 | 17.65 | 10.73 | 11.28 | 14.58 | 27.06 | 16.07 | 22.08 | 50.82 | 11.78 |
| Yield(%) | 0.00 | 106.94 | 31.05 | 24.84 | 13.38 | 13.35 | 7.65 | … | … | 107.30 | 2.80 | 11.19 | 2.72 | 0.94 | 7.59 | 6.30 | 3.03 | 1.16 | 1.67 | 1.49 | 1.32 | 1.67 | 1.44 | 0.58 | 0.58 | 4.10 | 3.30 |
Data as of 07/23/2024, 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 |
|---|---|---|---|---|
| IVTYX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS Y) |
-7.77%
Jun 2007 – Jun 2010 |
-3.96%
Oct 2007 – Oct 2012 |
1.87%
Mar 2010 – Mar 2020 |
0.84%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTYX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS Y) |
20.80%
Feb 2009 – Feb 2012 |
16.09%
Feb 2009 – Feb 2014 |
9.22%
Feb 2009 – Feb 2019 |
7.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart