Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| My_Ivy_Plan Tactical Asset Allocation Moderate | NA | 13.96% | 1.37% | 6.12% | 4.88% | 5.93% | 7.27% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| My_Ivy_Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | 13.96 | 1.37 | 6.12 | 4.88 | 5.93 | 7.27 | … | … | 0.49 | 4.67 | 7.76 | -12.91 | 19.33 | 11.56 | 8.74 | -5.82 | 13.03 | 8.45 | -4.48 | 4.46 | 5.72 | 14.35 | -0.83 | 11.18 | 24.31 | -13.05 | 18.59 | 18.62 | 14.80 | 2.05 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | -0.08 | -0.43 | 0.34 | 0.36 | NA | NA | … | … | 0.05 | -0.24 | 0.48 | -1.49 | 2.10 | 1.01 | 1.61 | -0.91 | 2.14 | 1.09 | -0.65 | 0.69 | 0.68 | 2.13 | -0.08 | 0.81 | 1.85 | -1.36 | 1.01 | 0.98 | 1.47 | 0.14 | 0.05 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 7.91 | 8.30 | 9.17 | 8.02 | NA | NA | … | … | 7.92 | 7.96 | 7.30 | 9.59 | 9.19 | 11.21 | 4.56 | 7.87 | 5.80 | 7.58 | 6.99 | 6.44 | 8.42 | 6.70 | 10.28 | 13.76 | 13.06 | 10.28 | 15.51 | 15.71 | 8.60 | 7.97 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 4.98 | 13.74 | 13.74 | 13.74 | NA | NA | … | … | 0.57 | 4.98 | 7.27 | 13.74 | 4.68 | 12.56 | 2.45 | 11.83 | 2.61 | 7.47 | 10.33 | 6.04 | 9.50 | 4.47 | 9.01 | 9.71 | 6.09 | 17.84 | 9.95 | 17.13 | 5.53 | 11.22 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 4.10 | 3.49 | 3.18 | 2.69 | NA | NA | … | … | NA | 0.98 | 3.91 | 3.04 | 2.94 | 1.52 | 4.26 | 1.70 | 0.54 | 3.83 | 2.40 | 2.79 | 1.46 | 4.44 | 2.98 | 3.93 | 3.66 | 2.44 | 2.82 | 1.91 | 3.16 | 3.79 | 0.69 | 1.11 | 2.31 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| My_Ivy_Plan Tactical Asset Allocation Moderate |
-1.12%
Jun 2001 – Jun 2004 |
2.08%
Mar 2015 – Mar 2020 |
4.05%
Oct 2013 – Oct 2023 |
4.84%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| My_Ivy_Plan Tactical Asset Allocation Moderate |
20.98%
Oct 2004 – Oct 2007 |
13.42%
Mar 2005 – Mar 2010 |
10.36%
Jun 2004 – Jun 2014 |
7.72%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart