Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYVBX (IVY VALUE FUND CLASS B) | NA | 20.34% | 13.47% | 9.50% | 10.19% | 6.02% | NA | … | … |
Data as of 02/14/2022, Common starting date is 12/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYVBX (IVY VALUE FUND CLASS B) | 12/17/2003 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.34 | 13.47 | 9.50 | 10.19 | 6.02 | NA | … | … | -0.81 | 26.58 | 0.39 | 24.77 | -8.31 | 11.14 | 9.65 | -5.08 | 9.61 | 33.23 | 16.93 | -8.49 | 15.94 | 24.12 | -34.91 | 0.16 | 15.05 | 3.03 | 12.93 | 3.39 |
| Sharpe Ratio | NA | 1.55 | 0.51 | 0.41 | 0.55 | NA | NA | … | … | -2.85 | 1.85 | 0.00 | 1.90 | -0.59 | 1.19 | 0.61 | -0.32 | 0.79 | 2.90 | 1.30 | -0.35 | 0.82 | 0.90 | -0.90 | -0.18 | 1.22 | 0.09 | 1.11 | 18.53 |
| Standard Deviation(%) | NA | 12.81 | 24.68 | 20.90 | 17.66 | NA | NA | … | … | 2.35 | 14.37 | 38.54 | 12.30 | 16.43 | 8.87 | 15.51 | 15.82 | 12.15 | 11.46 | 13.12 | 24.23 | 19.30 | 26.61 | 39.79 | 16.39 | 9.69 | 10.10 | 10.83 | 8.31 |
| Draw Down(%) | NA | 6.19 | 39.34 | 39.34 | 39.34 | NA | NA | … | … | 0.81 | 6.35 | 39.34 | 8.08 | 20.72 | 5.80 | 13.57 | 13.50 | 10.09 | 5.01 | 11.95 | 25.49 | 16.66 | 27.80 | 46.81 | 13.70 | 7.50 | 7.16 | 6.99 | 0.07 |
| Yield(%) | 0.00 | 0.93 | 4.49 | 4.47 | 6.16 | 3.93 | 4.28 | … | … | 0.00 | 0.99 | 2.49 | 10.77 | 5.65 | 3.26 | 1.58 | 11.12 | 7.24 | 4.65 | 0.03 | 1.06 | 0.00 | 0.00 | 0.00 | 6.41 | 2.44 | 0.03 | 0.00 | 0.26 |
Data as of 02/14/2022, Common starting date is 12/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYVBX (IVY VALUE FUND CLASS B) |
-15.68%
Feb 2006 – Feb 2009 |
-7.13%
Feb 2004 – Feb 2009 |
3.49%
May 2007 – May 2017 |
3.27%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYVBX (IVY VALUE FUND CLASS B) |
23.33%
Sep 2011 – Sep 2014 |
20.13%
Feb 2009 – Feb 2014 |
12.33%
Feb 2009 – Feb 2019 |
6.76%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart