Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYLTX (IVY LIMITED-TERM BOND FUND CLASS R) | NA | 38.34% | 9.02% | 6.97% | 3.55% | NA | NA | … | … |
Data as of 10/19/2023, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYLTX (IVY LIMITED-TERM BOND FUND CLASS R) | 12/26/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 38.34 | 9.02 | 6.97 | 3.55 | NA | NA | … | … | 35.99 | -4.28 | -0.87 | 3.40 | 3.71 | 0.36 | 1.36 | 1.54 | 0.11 | -0.27 | -2.68 | 0.09 |
| Sharpe Ratio | NA | 1.17 | 0.44 | 0.43 | 0.29 | NA | NA | … | … | 1.31 | -2.22 | -0.89 | 1.65 | 1.35 | -0.81 | 0.50 | 0.79 | 0.05 | -0.21 | -1.35 | 4.75 |
| Standard Deviation(%) | NA | 29.32 | 16.97 | 13.20 | 9.40 | NA | NA | … | … | 32.74 | 2.56 | 1.00 | 1.91 | 1.71 | 1.18 | 1.45 | 1.68 | 1.83 | 1.37 | 2.01 | 1.64 |
| Draw Down(%) | NA | 1.43 | 6.98 | 6.98 | 6.98 | NA | NA | … | … | 1.43 | 6.00 | 1.17 | 3.26 | 1.00 | 1.25 | 0.85 | 2.07 | 1.36 | 1.20 | 3.73 | 0.09 |
| Yield(%) | 0.00 | 2.35 | 1.29 | 1.42 | 1.17 | 0.77 | 0.57 | … | … | 1.78 | 1.24 | 0.76 | 1.18 | 1.62 | 1.55 | 1.35 | 1.17 | 1.04 | 0.28 | 0.00 | 0.00 |
Data as of 10/19/2023, 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 |
|---|---|---|---|---|
| IYLTX (IVY LIMITED-TERM BOND FUND CLASS R) |
-1.08%
Oct 2019 – Oct 2022 |
-0.29%
Apr 2013 – Apr 2018 |
0.26%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYLTX (IVY LIMITED-TERM BOND FUND CLASS R) |
9.02%
Sep 2020 – Sep 2023 |
6.91%
Sep 2018 – Sep 2023 |
3.57%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart