Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYPCX (IVY EMERGING MARKETS EQUITY FUND CLASS R) | 25.83% | 47.09% | 21.58% | 3.69% | 10.10% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYPCX (IVY EMERGING MARKETS 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 (%) | 1.92 | 47.09 | 21.58 | 3.69 | 10.10 | NA | NA | … | … | 25.83 | 26.31 | 7.46 | 10.60 | -27.71 | -5.05 | 34.61 | 22.94 | -20.06 | 42.11 | 9.54 | -12.28 | -0.33 | 8.74 | 2.22 |
| Sharpe Ratio | NA | 2.40 | 1.13 | 0.07 | 0.43 | NA | NA | … | … | 3.02 | 1.45 | 0.27 | 0.51 | -0.94 | -0.28 | 1.09 | 1.39 | -1.06 | 3.52 | 0.48 | -0.69 | -0.03 | 0.61 | 28.76 |
| Standard Deviation(%) | NA | 18.14 | 16.34 | 20.04 | 20.42 | NA | NA | … | … | 23.75 | 16.22 | 14.12 | 13.71 | 31.11 | 18.42 | 31.25 | 15.43 | 20.34 | 11.82 | 19.36 | 17.83 | 12.54 | 14.24 | 18.44 |
| Draw Down(%) | NA | 13.39 | 16.93 | 43.16 | 46.07 | NA | NA | … | … | 13.39 | 13.96 | 9.63 | 11.58 | 36.87 | 19.96 | 33.55 | 13.20 | 30.45 | 6.79 | 13.19 | 27.21 | 10.96 | 15.38 | 0.14 |
| Yield(%) | 0.00 | 11.03 | 6.44 | 3.94 | 4.48 | 3.01 | 2.26 | … | … | 0.00 | 11.91 | 3.46 | 3.32 | 9.35 | 0.32 | 0.71 | 0.67 | 0.38 | 0.00 | 0.00 | 0.69 | 0.50 | 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 |
|---|---|---|---|---|
| IYPCX (IVY EMERGING MARKETS EQUITY FUND CLASS R) |
-10.67%
Jan 2021 – Jan 2024 |
-3.55%
Oct 2017 – Oct 2022 |
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 |
|---|---|---|---|---|
| IYPCX (IVY EMERGING MARKETS EQUITY FUND CLASS R) |
22.59%
May 2023 – May 2026 |
19.10%
Feb 2016 – Feb 2021 |
10.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart