Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWGYX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS Y) | NA | 1.90% | NA | NA | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 02/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWGYX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS Y) | 02/27/2018 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 1.90 | NA | NA | NA | NA | NA | … | … | -4.96 | 18.41 | -8.46 |
| Sharpe Ratio | NA | 0.05 | NA | NA | NA | NA | NA | … | … | -0.38 | 2.34 | -1.25 |
| Standard Deviation(%) | NA | 20.08 | NA | NA | NA | NA | NA | … | … | 28.50 | 7.27 | 9.03 |
| Draw Down(%) | NA | 26.67 | NA | NA | NA | NA | NA | … | … | 26.67 | 4.20 | 11.82 |
| Yield(%) | 0.00 | 4.60 | 3.79 | 2.28 | 1.14 | 0.76 | 0.57 | … | … | 0.00 | 5.08 | 7.09 |
Data as of 06/19/2020, Common starting date is 02/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWGYX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS Y) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWGYX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS Y) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart