Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYIAX (IVY MUNICIPAL HIGH INCOME FUND CLASS A) | NA | 2.24% | -2.45% | 0.12% | 2.26% | NA | NA | … | … |
Data as of 10/19/2023, Common starting date is 05/19/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYIAX (IVY MUNICIPAL HIGH INCOME FUND CLASS A) | 05/19/2009 | 10/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.24 | -2.45 | 0.12 | 2.26 | NA | NA | … | … | -0.89 | -13.94 | 5.87 | 4.14 | 5.75 | 1.68 | 3.21 | 0.35 | 4.49 | 14.02 | -6.17 | 11.54 | 10.57 | 6.46 | 12.64 |
| Sharpe Ratio | NA | -0.30 | -0.78 | -0.22 | 0.33 | NA | NA | … | … | -1.03 | -2.12 | 2.79 | 0.49 | 2.13 | 0.18 | 1.14 | 0.05 | 2.04 | 5.99 | -1.50 | 5.25 | 3.67 | 1.96 | 5.99 |
| Standard Deviation(%) | NA | 5.86 | 5.19 | 5.44 | 4.20 | NA | NA | … | … | 5.24 | 7.25 | 2.10 | 7.92 | 2.04 | 2.00 | 2.26 | 2.82 | 2.18 | 2.34 | 4.14 | 2.21 | 2.87 | 3.25 | 3.50 |
| Draw Down(%) | NA | 6.13 | 18.98 | 18.98 | 18.98 | NA | NA | … | … | 6.13 | 18.98 | 1.76 | 11.63 | 1.37 | 1.45 | 1.36 | 5.28 | 1.57 | 1.36 | 10.47 | 1.45 | 2.89 | 5.33 | 1.68 |
| Yield(%) | 0.00 | 4.24 | 3.92 | 3.90 | 4.29 | 4.73 | 3.55 | … | … | 2.95 | 4.07 | 3.99 | 3.62 | 3.85 | 4.39 | 4.17 | 3.82 | 4.39 | 5.33 | 4.45 | 4.29 | 5.09 | 4.56 | 1.55 |
Data as of 10/19/2023, 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 |
|---|---|---|---|---|
| IYIAX (IVY MUNICIPAL HIGH INCOME FUND CLASS A) |
-3.16%
Oct 2019 – Oct 2022 |
-0.33%
Oct 2017 – Oct 2022 |
1.25%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYIAX (IVY MUNICIPAL HIGH INCOME FUND CLASS A) |
12.38%
Jul 2009 – Jul 2012 |
8.35%
Jun 2009 – Jun 2014 |
6.02%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart