Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYPOX (IVY APOLLO STRATEGIC INCOME FUND CLASS Y) | NA | 28.25% | 5.58% | 5.31% | NA | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 10/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYPOX (IVY APOLLO STRATEGIC INCOME FUND CLASS Y) | 10/12/2015 | 10/16/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.25 | 5.58 | 5.31 | NA | NA | NA | … | … | 23.10 | -10.22 | 2.25 | 7.25 | 8.76 | -0.50 | 4.25 | 7.85 | -2.05 |
| Sharpe Ratio | NA | 1.34 | 0.37 | 0.44 | NA | NA | NA | … | … | 1.28 | -2.20 | 1.42 | 0.95 | 5.06 | -1.21 | 3.07 | 3.71 | -3.65 |
| Standard Deviation(%) | NA | 18.28 | 10.92 | 9.10 | NA | NA | NA | … | … | 20.30 | 5.29 | 1.57 | 7.39 | 1.45 | 1.51 | 1.18 | 2.06 | 2.46 |
| Draw Down(%) | NA | 3.03 | 15.15 | 15.84 | NA | NA | NA | … | … | 3.03 | 14.44 | 1.47 | 15.84 | 0.70 | 2.31 | 0.78 | 1.55 | 2.84 |
| Yield(%) | 0.00 | 4.94 | 4.20 | 4.37 | 3.35 | 2.23 | 1.68 | … | … | 3.52 | 4.00 | 3.99 | 4.46 | 4.57 | 4.58 | 4.49 | 4.07 | 0.45 |
Data as of 10/16/2023, Common starting date is 10/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYPOX (IVY APOLLO STRATEGIC INCOME FUND CLASS Y) |
-1.25%
Sep 2019 – Sep 2022 |
0.54%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYPOX (IVY APOLLO STRATEGIC INCOME FUND CLASS Y) |
6.05%
Dec 2018 – Dec 2021 |
5.64%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart