Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVYEX (Ivy Bal Fd Cl E) | NA | -1.29% | -1.42% | -1.74% | 4.64% | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVYEX (Ivy Bal 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 (%) | 1.63 | -1.29 | -1.42 | -1.74 | 4.64 | NA | NA | … | … | -3.38 | 13.73 | -13.23 | 6.42 | -0.30 | -6.17 | 3.90 | 23.45 | 12.10 | 2.83 | 16.38 | 15.35 | -19.29 | 10.68 |
| Sharpe Ratio | NA | -0.10 | -0.16 | -0.18 | 0.33 | NA | NA | … | … | -0.25 | 1.19 | -0.96 | 0.88 | -0.06 | -0.51 | 0.42 | 2.64 | 1.30 | 0.17 | 1.18 | 0.95 | -0.98 | 1.07 |
| Standard Deviation(%) | NA | 21.96 | 16.07 | 14.01 | 12.71 | NA | NA | … | … | 29.64 | 10.46 | 15.14 | 6.64 | 8.82 | 12.16 | 9.31 | 8.85 | 9.36 | 16.49 | 13.76 | 16.05 | 20.56 | 11.29 |
| Draw Down(%) | NA | 27.98 | 29.98 | 29.98 | 29.98 | NA | NA | … | … | 25.74 | 5.91 | 21.53 | 3.84 | 9.67 | 11.27 | 7.30 | 4.65 | 6.55 | 14.39 | 11.57 | 15.61 | 26.70 | 4.73 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.95 | 1.11 | 0.83 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.36 | 3.17 | 1.99 | 1.59 | 1.50 | 1.81 | 1.14 | 3.94 |
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 |
|---|---|---|---|---|
| IVYEX (Ivy Bal Fd Cl E) |
-5.63%
Mar 2017 – Mar 2020 |
-4.42%
Mar 2015 – Mar 2020 |
2.86%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVYEX (Ivy Bal Fd Cl E) |
17.97%
Feb 2009 – Feb 2012 |
16.52%
Feb 2009 – Feb 2014 |
7.59%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart