Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYBDX (IVY ADVANTUS BOND FUND CLASS R) | NA | 4.68% | -2.83% | -0.35% | 1.32% | NA | NA | … | … |
Data as of 08/08/2024, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYBDX (IVY ADVANTUS BOND FUND CLASS R) | 12/26/2012 | 08/08/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.68 | -2.83 | -0.35 | 1.32 | NA | NA | … | … | 0.63 | 5.94 | -13.19 | -0.70 | 6.33 | 8.39 | -1.07 | 4.81 | 3.72 | -0.60 | 3.86 | -3.83 | 0.09 |
| Sharpe Ratio | NA | 0.12 | -0.82 | -0.34 | 0.03 | NA | NA | … | … | -0.45 | 0.22 | -2.04 | -0.22 | 1.02 | 2.16 | -0.89 | 1.59 | 1.18 | -0.18 | 1.57 | -1.22 | 4.76 |
| Standard Deviation(%) | NA | 6.89 | 6.73 | 6.05 | 4.74 | NA | NA | … | … | 5.88 | 7.66 | 7.16 | 3.32 | 5.94 | 3.24 | 2.68 | 2.63 | 2.98 | 3.40 | 2.45 | 3.16 | 1.71 |
| Draw Down(%) | NA | 5.94 | 18.75 | 18.87 | 18.87 | NA | NA | … | … | 4.28 | 8.51 | 17.50 | 2.91 | 11.08 | 2.06 | 2.69 | 1.41 | 3.79 | 3.15 | 1.31 | 6.19 | 0.09 |
| Yield(%) | 0.00 | 3.77 | 2.77 | 3.01 | 2.69 | 1.78 | 1.33 | … | … | 1.99 | 3.99 | 2.50 | 1.73 | 4.13 | 3.40 | 2.64 | 2.49 | 1.98 | 2.15 | 0.56 | 0.00 | 0.00 |
Data as of 08/08/2024, Common starting date is 12/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYBDX (IVY ADVANTUS BOND FUND CLASS R) |
-5.17%
Oct 2020 – Oct 2023 |
-0.94%
Oct 2017 – Oct 2022 |
0.54%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYBDX (IVY ADVANTUS BOND FUND CLASS R) |
5.20%
Jul 2018 – Jul 2021 |
4.39%
Dec 2015 – Dec 2020 |
1.57%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart