Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYEBX (IVY TAX-MANAGED EQUITY FUND CLASS B) | NA | 6.61% | 8.41% | 10.13% | NA | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 05/19/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYEBX (IVY TAX-MANAGED EQUITY FUND CLASS B) | 05/19/2009 | 11/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.64 | 6.61 | 8.41 | 10.13 | NA | NA | NA | … | … | 3.53 | 29.17 | -2.96 | 6.99 | 10.87 | 33.07 | 12.79 | -2.33 | 11.78 | 18.67 |
| Sharpe Ratio | NA | 0.31 | 0.54 | 0.67 | NA | NA | NA | … | … | 0.16 | 3.35 | -0.22 | 0.45 | 0.77 | 2.71 | 0.94 | -0.10 | 0.66 | 2.02 |
| Standard Deviation(%) | NA | 17.64 | 14.45 | 14.52 | NA | NA | NA | … | … | 18.59 | 8.55 | 14.65 | 15.59 | 14.04 | 12.21 | 13.72 | 24.36 | 17.78 | 15.60 |
| Draw Down(%) | NA | 13.14 | 16.72 | 18.18 | NA | NA | NA | … | … | 13.14 | 3.09 | 14.66 | 12.59 | 8.52 | 7.41 | 10.74 | 18.80 | 16.34 | 6.93 |
| Yield(%) | 0.00 | 0.00 | 0.76 | 1.54 | 1.43 | 0.96 | 0.72 | … | … | 0.00 | 0.81 | 0.00 | 1.64 | 2.27 | 3.27 | 0.06 | 0.00 | 0.00 | 0.00 |
Data as of 11/02/2018, Common starting date is 05/19/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYEBX (IVY TAX-MANAGED EQUITY FUND CLASS B) |
4.80%
Dec 2013 – Dec 2016 |
8.60%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYEBX (IVY TAX-MANAGED EQUITY FUND CLASS B) |
20.35%
Sep 2011 – Sep 2014 |
16.51%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart