Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYBFX (IVY BALANCED FUND CLASS R) | 6.43% | 15.28% | 14.40% | 6.81% | 8.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYBFX (IVY BALANCED FUND CLASS R) | 12/26/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 15.28 | 14.40 | 6.81 | 8.73 | NA | NA | … | … | 6.43 | 11.42 | 15.45 | 15.86 | -16.67 | 15.72 | 13.95 | 21.66 | -3.68 | 11.02 | 1.49 | -0.71 | 6.87 | 20.01 | 0.65 |
| Sharpe Ratio | NA | 1.52 | 1.16 | 0.23 | 0.45 | NA | NA | … | … | 1.24 | 0.78 | 1.34 | 1.30 | -0.49 | 1.77 | 0.62 | 2.40 | -0.45 | 1.94 | 0.15 | -0.07 | 0.78 | 2.16 | 4.10 |
| Standard Deviation(%) | NA | 9.09 | 9.94 | 18.80 | 15.93 | NA | NA | … | … | 11.21 | 10.94 | 8.84 | 9.51 | 37.30 | 8.87 | 21.95 | 8.42 | 11.19 | 5.36 | 8.60 | 10.91 | 8.76 | 9.24 | 17.63 |
| Draw Down(%) | NA | 7.47 | 11.02 | 23.45 | 25.64 | NA | NA | … | … | 7.47 | 10.69 | 4.42 | 8.70 | 23.45 | 3.50 | 25.64 | 5.30 | 13.37 | 2.86 | 9.75 | 10.16 | 6.99 | 4.67 | 0.80 |
| Yield(%) | 0.00 | 2.46 | 2.09 | 6.28 | 7.05 | 6.22 | 4.66 | … | … | 0.25 | 2.54 | 1.95 | 1.02 | 17.47 | 11.76 | 6.86 | 8.34 | 9.88 | 4.54 | 1.98 | 5.50 | 3.32 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| IYBFX (IVY BALANCED FUND CLASS R) |
1.50%
Mar 2017 – Mar 2020 |
1.35%
Mar 2015 – Mar 2020 |
4.85%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYBFX (IVY BALANCED FUND CLASS R) |
17.06%
Dec 2018 – Dec 2021 |
11.67%
Mar 2020 – Mar 2025 |
8.82%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart