Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYEYX (IVY TAX-MANAGED EQUITY FUND CLASS Y) | NA | 7.67% | 9.31% | 10.98% | 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 |
|---|---|---|
| IYEYX (IVY TAX-MANAGED EQUITY FUND CLASS Y) | 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 (%) | -2.34 | 7.67 | 9.31 | 10.98 | NA | NA | NA | … | … | 4.45 | 30.16 | -2.25 | 7.76 | 11.57 | 34.00 | 13.50 | -1.79 | 12.49 | 19.24 |
| Sharpe Ratio | NA | 0.37 | 0.60 | 0.73 | NA | NA | NA | … | … | 0.22 | 3.48 | -0.17 | 0.50 | 0.82 | 2.78 | 0.99 | -0.07 | 0.69 | 2.19 |
| Standard Deviation(%) | NA | 17.60 | 14.41 | 14.51 | NA | NA | NA | … | … | 18.55 | 8.53 | 14.62 | 15.58 | 14.07 | 12.22 | 13.71 | 24.44 | 17.85 | 14.86 |
| Draw Down(%) | NA | 12.87 | 16.64 | 17.89 | NA | NA | NA | … | … | 12.87 | 3.04 | 14.61 | 12.45 | 8.43 | 7.32 | 10.68 | 18.71 | 16.32 | 6.83 |
| Yield(%) | 0.00 | 0.00 | 0.83 | 1.64 | 1.62 | 1.08 | 0.81 | … | … | 0.00 | 0.78 | 0.00 | 1.92 | 2.22 | 3.57 | 0.53 | 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 |
|---|---|---|---|---|
| IYEYX (IVY TAX-MANAGED EQUITY FUND CLASS Y) |
5.53%
Dec 2013 – Dec 2016 |
9.33%
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 |
|---|---|---|---|---|
| IYEYX (IVY TAX-MANAGED EQUITY FUND CLASS Y) |
21.16%
Sep 2011 – Sep 2014 |
17.29%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart