Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYENX (IVY TAX-MANAGED EQUITY FUND CLASS N) | NA | 8.00% | NA | NA | NA | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 07/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYENX (IVY TAX-MANAGED EQUITY FUND CLASS N) | 07/05/2017 | 11/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.35 | 8.00 | NA | NA | NA | NA | NA | … | … | 4.72 | 300.00 |
| Sharpe Ratio | NA | -0.73 | NA | NA | NA | NA | NA | … | … | -0.70 | 8.47 |
| Standard Deviation(%) | NA | 17.40 | NA | NA | NA | NA | NA | … | … | 18.51 | 183.39 |
| Draw Down(%) | NA | 12.90 | NA | NA | NA | NA | NA | … | … | 12.90 | 3.06 |
| Yield(%) | 0.00 | 0.00 | 0.80 | 0.48 | 0.24 | 0.16 | 0.12 | … | … | 0.00 | 2.40 |
Data as of 11/02/2018, Common starting date is 07/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYENX (IVY TAX-MANAGED EQUITY FUND CLASS N) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYENX (IVY TAX-MANAGED EQUITY FUND CLASS N) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart