Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYVCX (IVY VALUE FUND CLASS C) | NA | 7.26% | 3.77% | 8.13% | 6.46% | 9.45% | 6.75% | … | … |
Data as of 07/29/2024, Common starting date is 12/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYVCX (IVY VALUE FUND CLASS C) | 12/17/2003 | 07/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 7.26 | 3.77 | 8.13 | 6.46 | 9.45 | 6.75 | … | … | 6.62 | 4.15 | -6.06 | 30.08 | 0.64 | 25.38 | -8.02 | 11.42 | 10.11 | -4.82 | 9.77 | 33.54 | 17.34 | -7.92 | 16.80 | 24.93 | -34.77 | 0.30 | 15.15 | 3.11 | 13.14 | 3.39 |
| Sharpe Ratio | NA | 0.32 | 0.05 | 0.25 | 0.25 | NA | NA | … | … | 0.87 | -0.01 | -0.20 | 2.00 | 0.01 | 1.95 | -0.57 | 1.22 | 0.64 | -0.31 | 0.80 | 2.92 | 1.33 | -0.33 | 0.87 | 0.93 | -0.89 | -0.17 | 1.23 | 0.09 | 1.13 | 18.53 |
| Standard Deviation(%) | NA | 10.34 | 23.69 | 26.07 | 20.97 | NA | NA | … | … | 9.36 | 12.84 | 37.26 | 15.01 | 38.71 | 12.30 | 16.41 | 8.88 | 15.55 | 15.79 | 12.16 | 11.48 | 13.11 | 24.21 | 19.29 | 26.74 | 39.80 | 16.39 | 9.68 | 10.12 | 10.84 | 8.31 |
| Draw Down(%) | NA | 10.58 | 25.56 | 39.31 | 39.31 | NA | NA | … | … | 6.72 | 12.33 | 21.24 | 6.19 | 39.31 | 8.05 | 20.65 | 5.80 | 13.56 | 13.46 | 10.07 | 4.97 | 11.93 | 25.18 | 16.48 | 27.72 | 46.68 | 13.69 | 7.53 | 7.14 | 6.86 | 0.07 |
| Yield(%) | 0.03 | 28.07 | 16.30 | 13.91 | 9.18 | 12.60 | 8.82 | … | … | 0.81 | 28.81 | 17.65 | 12.55 | 2.56 | 10.56 | 5.58 | 3.29 | 1.89 | 10.94 | 7.20 | 4.66 | 0.36 | 1.14 | 0.00 | 0.00 | 0.00 | 6.47 | 2.44 | 0.05 | 0.00 | 0.26 |
Data as of 07/29/2024, 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 |
|---|---|---|---|---|
| IYVCX (IVY VALUE FUND CLASS C) |
-15.51%
Feb 2006 – Feb 2009 |
-6.97%
Feb 2004 – Feb 2009 |
3.89%
May 2007 – May 2017 |
3.62%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYVCX (IVY VALUE FUND CLASS C) |
23.68%
Sep 2011 – Sep 2014 |
20.73%
Feb 2009 – Feb 2014 |
12.77%
Feb 2009 – Feb 2019 |
11.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart