Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYECX (IVY TAX-MANAGED EQUITY FUND CLASS C) | NA | 6.46% | 8.31% | 10.04% | 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 |
|---|---|---|
| IYECX (IVY TAX-MANAGED EQUITY FUND CLASS C) | 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 (%) | -2.65 | 6.46 | 8.31 | 10.04 | NA | NA | NA | … | … | 3.41 | 28.97 | -2.97 | 6.95 | 10.76 | 33.02 | 12.74 | -2.42 | 11.67 | 18.79 |
| Sharpe Ratio | NA | 0.30 | 0.53 | 0.66 | NA | NA | NA | … | … | 0.15 | 3.34 | -0.22 | 0.44 | 0.76 | 2.68 | 0.94 | -0.10 | 0.65 | 2.04 |
| Standard Deviation(%) | NA | 17.59 | 14.42 | 14.52 | NA | NA | NA | … | … | 18.54 | 8.54 | 14.58 | 15.65 | 14.06 | 12.32 | 13.66 | 24.38 | 17.81 | 15.56 |
| Draw Down(%) | NA | 13.17 | 16.71 | 18.21 | NA | NA | NA | … | … | 13.17 | 3.11 | 14.64 | 12.61 | 8.59 | 7.42 | 10.74 | 18.82 | 16.34 | 6.93 |
| Yield(%) | 0.00 | 0.00 | 0.76 | 1.55 | 1.43 | 0.95 | 0.71 | … | … | 0.00 | 0.81 | 0.00 | 1.65 | 2.27 | 3.28 | 0.00 | 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 |
|---|---|---|---|---|
| IYECX (IVY TAX-MANAGED EQUITY FUND CLASS C) |
4.75%
Dec 2013 – Dec 2016 |
8.55%
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 |
|---|---|---|---|---|
| IYECX (IVY TAX-MANAGED EQUITY FUND CLASS C) |
20.28%
Sep 2011 – Sep 2014 |
16.45%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart