Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYITX (IVY INTERNATIONAL CORE EQUITY FUND CLASS R) | 6.15% | 11.22% | 13.33% | 5.35% | 7.17% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYITX (IVY INTERNATIONAL CORE EQUITY FUND CLASS R) | 12/26/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 11.22 | 13.33 | 5.35 | 7.17 | NA | NA | … | … | 6.15 | 23.64 | 3.42 | 16.40 | -15.61 | 13.64 | 6.74 | 18.97 | -18.16 | 22.43 | 1.02 | -1.29 | 0.77 | 22.05 | 0.72 |
| Sharpe Ratio | NA | 0.60 | 0.65 | 0.19 | 0.32 | NA | NA | … | … | 0.61 | 1.22 | -0.02 | 0.99 | -0.72 | 1.02 | 0.21 | 1.63 | -1.30 | 2.64 | 0.05 | -0.09 | 0.07 | 1.88 | 5.86 |
| Standard Deviation(%) | NA | 16.79 | 15.87 | 17.26 | 17.52 | NA | NA | … | … | 22.33 | 17.12 | 13.03 | 12.97 | 23.74 | 13.41 | 30.19 | 10.75 | 15.07 | 8.29 | 17.93 | 15.40 | 10.90 | 11.71 | 14.07 |
| Draw Down(%) | NA | 14.60 | 15.49 | 30.76 | 40.87 | NA | NA | … | … | 14.60 | 15.49 | 8.64 | 9.93 | 30.44 | 8.14 | 35.59 | 7.35 | 26.18 | 3.99 | 15.15 | 18.58 | 12.27 | 8.48 | 0.59 |
| Yield(%) | 0.00 | 10.91 | 5.54 | 3.38 | 3.75 | 3.55 | 2.66 | … | … | 0.00 | 12.91 | 0.31 | 2.58 | 0.49 | 2.36 | 0.76 | 3.26 | 6.90 | 0.91 | 1.36 | 0.53 | 10.57 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| IYITX (IVY INTERNATIONAL CORE EQUITY FUND CLASS R) |
-5.87%
Mar 2017 – Mar 2020 |
-3.11%
Mar 2015 – Mar 2020 |
2.72%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYITX (IVY INTERNATIONAL CORE EQUITY FUND CLASS R) |
20.19%
Sep 2022 – Sep 2025 |
11.79%
Mar 2020 – Mar 2025 |
7.83%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart