Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYIBX (IVY MUNICIPAL HIGH INCOME FUND CLASS B) | NA | 3.20% | 4.15% | 3.32% | 3.26% | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 05/19/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYIBX (IVY MUNICIPAL HIGH INCOME FUND CLASS B) | 05/19/2009 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.20 | 4.15 | 3.32 | 3.26 | NA | NA | … | … | -1.96 | 2.34 | 3.01 | 5.02 | 0.94 | 3.50 | -0.29 | 3.60 | 12.97 | -6.90 | 10.71 | 9.70 | 5.76 | 12.42 |
| Sharpe Ratio | NA | 0.43 | 0.60 | 0.55 | 0.77 | NA | NA | … | … | -2.69 | 1.27 | 0.35 | 1.87 | -0.21 | 1.34 | -0.18 | 1.73 | 5.78 | -1.70 | 5.12 | 3.49 | 1.79 | 5.93 |
| Standard Deviation(%) | NA | 2.71 | 4.94 | 4.02 | 3.45 | NA | NA | … | … | 5.73 | 1.83 | 7.88 | 1.93 | 1.87 | 2.15 | 2.75 | 2.07 | 2.24 | 4.08 | 2.10 | 2.77 | 3.17 | 3.47 |
| Draw Down(%) | NA | 1.96 | 11.63 | 11.63 | 11.63 | NA | NA | … | … | 1.96 | 2.12 | 11.63 | 1.37 | 1.53 | 1.36 | 5.39 | 1.71 | 1.42 | 10.73 | 1.45 | 2.89 | 5.39 | 1.76 |
| Yield(%) | 0.00 | 2.57 | 2.87 | 3.08 | 3.31 | 3.43 | 2.57 | … | … | 0.00 | 2.75 | 2.85 | 3.15 | 3.66 | 3.45 | 3.18 | 3.53 | 4.34 | 3.69 | 3.50 | 4.29 | 3.86 | 1.33 |
Data as of 02/14/2022, 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 |
|---|---|---|---|---|
| IYIBX (IVY MUNICIPAL HIGH INCOME FUND CLASS B) |
0.82%
Apr 2017 – Apr 2020 |
1.15%
Apr 2015 – Apr 2020 |
3.26%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYIBX (IVY MUNICIPAL HIGH INCOME FUND CLASS B) |
11.61%
Jul 2009 – Jul 2012 |
7.58%
Jun 2009 – Jun 2014 |
5.35%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart