Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYICX (IVY MUNICIPAL HIGH INCOME FUND CLASS C) | NA | 1.56% | -3.22% | -0.63% | 1.60% | NA | NA | … | … |
Data as of 10/19/2023, Common starting date is 05/19/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYICX (IVY MUNICIPAL HIGH INCOME FUND CLASS C) | 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 | 1.56 | -3.22 | -0.63 | 1.60 | NA | NA | … | … | -1.37 | -14.45 | 4.75 | 3.37 | 5.04 | 0.92 | 3.52 | -0.29 | 3.70 | 13.01 | -6.85 | 10.73 | 9.79 | 5.54 | 12.39 |
| Sharpe Ratio | NA | -0.42 | -0.94 | -0.37 | 0.18 | NA | NA | … | … | -1.16 | -2.21 | 2.42 | 0.40 | 1.88 | -0.21 | 1.35 | -0.18 | 1.76 | 5.80 | -1.69 | 5.13 | 3.51 | 1.72 | 5.92 |
| Standard Deviation(%) | NA | 5.80 | 5.12 | 5.38 | 4.13 | NA | NA | … | … | 5.18 | 7.20 | 1.95 | 7.89 | 1.93 | 1.87 | 2.15 | 2.75 | 2.08 | 2.24 | 4.08 | 2.10 | 2.78 | 3.17 | 3.47 |
| Draw Down(%) | NA | 6.53 | 19.32 | 19.32 | 19.32 | NA | NA | … | … | 6.53 | 19.32 | 1.76 | 11.63 | 1.37 | 1.56 | 1.36 | 5.39 | 1.71 | 1.42 | 10.67 | 1.45 | 2.89 | 5.39 | 1.76 |
| Yield(%) | 0.00 | 3.56 | 3.17 | 3.17 | 3.54 | 3.90 | 2.93 | … | … | 2.46 | 3.37 | 3.10 | 2.89 | 3.17 | 3.65 | 3.47 | 3.18 | 3.63 | 4.39 | 3.75 | 3.52 | 4.37 | 3.65 | 1.31 |
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 |
|---|---|---|---|---|
| IYICX (IVY MUNICIPAL HIGH INCOME FUND CLASS C) |
-3.93%
Oct 2019 – Oct 2022 |
-1.09%
Oct 2017 – Oct 2022 |
0.59%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYICX (IVY MUNICIPAL HIGH INCOME FUND CLASS C) |
11.57%
Jul 2009 – Jul 2012 |
7.56%
Jun 2009 – Jun 2014 |
5.35%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart