Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYEUX (IVY EUROPEAN OPPORTUNITIES FUND CLASS R) | NA | -12.63% | -0.14% | 0.99% | NA | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYEUX (IVY EUROPEAN OPPORTUNITIES FUND CLASS R) | 12/26/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.84 | -12.63 | -0.14 | 0.99 | NA | NA | NA | … | … | -13.06 | 21.02 | -2.30 | 3.04 | -5.94 | 23.67 | 0.38 |
| Sharpe Ratio | NA | -0.92 | -0.05 | 0.05 | NA | NA | NA | … | … | -1.04 | 1.99 | -0.11 | 0.17 | -0.42 | 1.86 | 2.32 |
| Standard Deviation(%) | NA | 15.08 | 17.04 | 16.51 | NA | NA | NA | … | … | 15.95 | 10.29 | 22.72 | 17.45 | 14.35 | 12.68 | 16.01 |
| Draw Down(%) | NA | 20.19 | 20.19 | 23.72 | NA | NA | NA | … | … | 20.19 | 2.96 | 15.88 | 13.98 | 15.71 | 7.34 | 0.92 |
| Yield(%) | 0.00 | 0.90 | 0.80 | 0.84 | 0.49 | 0.33 | 0.25 | … | … | 0.00 | 1.08 | 1.25 | 0.23 | 1.64 | 0.00 | 0.00 |
Data as of 11/02/2018, 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 |
|---|---|---|---|---|
| IYEUX (IVY EUROPEAN OPPORTUNITIES FUND CLASS R) |
-2.49%
Feb 2014 – Feb 2017 |
0.84%
Oct 2013 – Oct 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYEUX (IVY EUROPEAN OPPORTUNITIES FUND CLASS R) |
8.40%
Jan 2015 – Jan 2018 |
7.68%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart