Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IYBIX (IVY BALANCED FUND CLASS I) | 6.12% | 9.96% | 5.04% | 1.99% | 3.62% | 6.45% | NA | 5.74% |
Data as of 07/14/2025, AR inception is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYBIX (IVY BALANCED FUND CLASS I) | 04/10/2007 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 9.96 | 5.04 | 1.99 | 3.62 | 6.45 | NA | 5.74 | 6.12 | 15.98 | 16.51 | -32.98 | 4.61 | 8.36 | 22.42 | -3.12 | 11.66 | 2.23 | -0.11 | 7.52 | 23.60 | 11.78 | 2.98 | 16.89 | 15.51 | -19.14 | 11.03 |
| Sharpe Ratio | NA | 0.62 | 0.07 | 0.00 | 0.15 | NA | NA | 0.33 | 0.65 | 1.06 | 1.29 | -1.16 | 0.32 | 0.36 | 2.50 | -0.40 | 2.07 | 0.23 | -0.01 | 0.86 | 2.66 | 1.26 | 0.18 | 1.22 | 0.96 | -0.97 | 1.11 |
| Standard Deviation(%) | NA | 11.72 | 18.30 | 17.01 | 14.97 | NA | NA | 14.35 | 13.36 | 8.89 | 9.56 | 29.70 | 14.33 | 22.61 | 8.39 | 11.20 | 5.34 | 8.61 | 10.89 | 8.75 | 8.86 | 9.41 | 16.45 | 13.76 | 16.04 | 20.53 | 11.29 |
| Draw Down(%) | NA | 10.81 | 26.63 | 40.30 | 40.30 | NA | NA | 40.30 | 10.55 | 4.40 | 8.55 | 33.58 | 12.67 | 25.57 | 5.21 | 13.22 | 2.81 | 9.68 | 9.94 | 6.84 | 4.64 | 6.95 | 14.37 | 11.32 | 15.55 | 26.59 | 4.73 |
| Yield(%) | 0.00 | 0.81 | 1.39 | 1.19 | 3.62 | 4.91 | 4.05 | 4.49 | 0.41 | 2.33 | 1.51 | 0.60 | 0.63 | 1.37 | 8.97 | 10.45 | 5.14 | 2.50 | 6.09 | 4.00 | 3.32 | 2.10 | 1.73 | 2.03 | 1.96 | 1.26 | 4.33 |
Data as of 07/14/2025, AR inception is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYBIX (IVY BALANCED FUND CLASS I) |
-8.76%
Dec 2019 - Dec 2022 |
-2.29%
Sep 2018 - Sep 2023 |
1.71%
Oct 2013 - Oct 2023 |
3.66%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYBIX (IVY BALANCED FUND CLASS I) |
18.28%
Feb 2009 - Feb 2012 |
16.65%
Feb 2009 - Feb 2014 |
10.71%
Feb 2009 - Feb 2019 |
7.34%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart