Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYGEX (IVY GLOBAL EQUITY INCOME FUND CLASS R) | NA | 15.35% | 5.16% | 8.33% | 6.02% | NA | NA | … | … |
Data as of 08/08/2024, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYGEX (IVY GLOBAL EQUITY INCOME FUND CLASS R) | 12/26/2012 | 08/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.35 | 5.16 | 8.33 | 6.02 | NA | NA | … | … | 12.34 | 14.19 | -13.12 | 16.45 | 3.21 | 22.76 | -10.44 | 18.33 | 3.46 | -0.51 | 0.01 | 16.71 | 0.36 |
| Sharpe Ratio | NA | 1.03 | 0.06 | 0.18 | 0.17 | NA | NA | … | … | 1.56 | 0.91 | -0.19 | 1.37 | 0.09 | 2.07 | -0.83 | 2.60 | 0.24 | -0.04 | 0.00 | 1.62 | 2.44 |
| Standard Deviation(%) | NA | 11.23 | 44.34 | 37.67 | 28.04 | NA | NA | … | … | 11.31 | 11.06 | 75.38 | 11.99 | 32.57 | 10.29 | 14.14 | 6.83 | 13.80 | 14.47 | 10.39 | 10.31 | 14.29 |
| Draw Down(%) | NA | 9.77 | 41.73 | 41.73 | 41.73 | NA | NA | … | … | 5.09 | 12.88 | 41.73 | 6.44 | 35.60 | 7.01 | 19.22 | 2.31 | 8.77 | 12.95 | 11.63 | 8.81 | 0.71 |
| Yield(%) | 0.00 | 1.44 | 14.16 | 11.60 | 7.97 | 6.22 | 4.67 | … | … | 1.34 | 0.90 | 35.48 | 8.71 | 2.79 | 3.82 | 12.93 | 2.59 | 2.33 | 5.67 | 2.94 | 0.00 | 0.00 |
Data as of 08/08/2024, 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 |
|---|---|---|---|---|
| IYGEX (IVY GLOBAL EQUITY INCOME FUND CLASS R) |
-1.73%
Mar 2017 – Mar 2020 |
-0.69%
Mar 2015 – Mar 2020 |
3.65%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYGEX (IVY GLOBAL EQUITY INCOME FUND CLASS R) |
15.03%
Mar 2020 – Mar 2023 |
9.42%
Oct 2016 – Oct 2021 |
6.04%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart