Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYCUX (IVY CUNDILL GLOBAL VALUE FUND CLASS R) | NA | 0.49% | -2.48% | 3.89% | 1.28% | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYCUX (IVY CUNDILL GLOBAL VALUE FUND CLASS R) | 12/26/2012 | 07/23/2024 |
| 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 | 0.49 | -2.48 | 3.89 | 1.28 | NA | NA | … | … | 3.15 | 13.09 | -18.67 | 10.78 | 5.92 | 16.83 | -16.35 | 16.04 | 11.97 | -11.63 | -6.81 | 31.86 | 0.37 |
| Sharpe Ratio | NA | -0.37 | -0.26 | 0.10 | 0.01 | NA | NA | … | … | 0.23 | 0.72 | -0.71 | 0.72 | 0.16 | 1.14 | -1.11 | 1.62 | 0.62 | -0.79 | -0.74 | 2.78 | 2.03 |
| Standard Deviation(%) | NA | 10.51 | 19.08 | 22.49 | 18.96 | NA | NA | … | … | 9.16 | 12.39 | 28.44 | 14.92 | 34.86 | 13.49 | 15.98 | 9.53 | 18.89 | 14.80 | 9.22 | 11.46 | 17.86 |
| Draw Down(%) | NA | 12.73 | 34.60 | 38.43 | 44.15 | NA | NA | … | … | 4.68 | 13.85 | 31.12 | 12.21 | 38.43 | 13.87 | 25.27 | 4.76 | 16.63 | 17.91 | 12.18 | 6.73 | 0.96 |
| Yield(%) | 0.00 | 5.34 | 4.79 | 4.32 | 2.97 | 2.68 | 2.01 | … | … | 3.46 | 2.41 | 8.36 | 2.26 | 1.04 | 2.51 | 10.19 | 0.81 | 0.32 | 0.53 | 0.00 | 0.00 | 0.00 |
Data as of 07/23/2024, 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 |
|---|---|---|---|---|
| IYCUX (IVY CUNDILL GLOBAL VALUE FUND CLASS R) |
-8.97%
Mar 2017 – Mar 2020 |
-4.57%
Mar 2015 – Mar 2020 |
0.42%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYCUX (IVY CUNDILL GLOBAL VALUE FUND CLASS R) |
15.42%
Mar 2020 – Mar 2023 |
10.03%
Jun 2016 – Jun 2021 |
3.18%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart