Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVVYX (IVY INTERNATIONAL CORE EQUITY FUND CLASS Y) | 6.28% | 11.50% | 13.62% | 5.64% | 7.44% | 6.01% | 5.95% | … | … |
Data as of 06/04/2026, Common starting date is 07/31/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVVYX (IVY INTERNATIONAL CORE EQUITY FUND CLASS Y) | 07/31/2003 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 11.50 | 13.62 | 5.64 | 7.44 | 6.01 | 5.95 | … | … | 6.28 | 10.45 | 3.67 | 16.73 | -15.36 | 14.11 | 7.13 | 18.56 | -17.80 | 22.78 | 1.40 | 0.03 | 1.13 | 24.58 | 13.68 | -13.97 | 13.69 | 44.59 | -41.40 | 18.42 | 26.08 | 24.71 | 16.74 | 19.80 |
| Sharpe Ratio | NA | 0.61 | 0.67 | 0.20 | 0.34 | NA | NA | … | … | 0.62 | 0.37 | -0.22 | 0.97 | -0.71 | 1.05 | 0.23 | 1.60 | -1.28 | 2.69 | 0.07 | 0.00 | 0.10 | 2.15 | 0.85 | -0.53 | 0.65 | 1.64 | -1.06 | 0.83 | 1.57 | 2.22 | 1.18 | 4.75 |
| Standard Deviation(%) | NA | 16.82 | 15.89 | 17.29 | 17.54 | NA | NA | … | … | 22.35 | 21.00 | 13.05 | 12.98 | 23.82 | 13.45 | 30.18 | 10.75 | 15.02 | 8.26 | 17.95 | 15.43 | 10.93 | 11.44 | 16.10 | 26.32 | 21.08 | 27.12 | 39.83 | 18.63 | 14.60 | 10.14 | 13.44 | 11.16 |
| Draw Down(%) | NA | 14.61 | 15.50 | 30.44 | 40.76 | NA | NA | … | … | 14.61 | 15.50 | 8.64 | 9.88 | 30.24 | 8.02 | 35.55 | 7.56 | 25.84 | 3.95 | 15.12 | 18.50 | 12.19 | 8.43 | 16.73 | 26.55 | 17.59 | 22.64 | 52.89 | 11.92 | 16.46 | 8.45 | 11.57 | 3.23 |
| Yield(%) | 0.00 | 11.16 | 5.88 | 3.66 | 4.04 | 3.93 | 4.22 | … | … | 0.00 | 13.22 | 0.76 | 2.85 | 0.71 | 2.74 | 1.07 | 2.84 | 7.18 | 1.28 | 1.67 | 1.83 | 10.88 | 2.39 | 1.70 | 2.99 | 1.15 | 1.35 | 2.98 | 9.45 | 5.46 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/31/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVVYX (IVY INTERNATIONAL CORE EQUITY FUND CLASS Y) |
-11.80%
Feb 2006 – Feb 2009 |
-3.44%
Oct 2007 – Oct 2012 |
2.46%
Mar 2010 – Mar 2020 |
1.45%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVVYX (IVY INTERNATIONAL CORE EQUITY FUND CLASS Y) |
30.47%
Oct 2004 – Oct 2007 |
19.11%
Feb 2009 – Feb 2014 |
10.65%
Sep 2003 – Sep 2013 |
9.10%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison Chart