Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WHIAX (IVY HIGH INCOME FUND CLASS A) | 2.43% | 4.43% | 7.43% | 5.28% | 4.20% | 5.83% | 6.22% | 5.54% |
Data as of 07/25/2025, AR inception is 07/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHIAX (IVY HIGH INCOME FUND CLASS A) | 07/26/2000 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 4.43 | 7.43 | 5.28 | 4.20 | 5.83 | 6.22 | 5.54 | 2.43 | 5.44 | 12.22 | -10.93 | 7.63 | 5.34 | 11.29 | -2.73 | 5.87 | 16.74 | -6.87 | 2.10 | 10.22 | 16.91 | 6.14 | 14.55 | 45.73 | -20.12 | 4.11 | 10.52 | 1.34 | 6.58 | 13.66 | -5.69 | 1.44 | -5.55 |
| Sharpe Ratio | NA | 0.25 | 0.62 | 0.54 | 0.44 | NA | NA | 0.79 | 0.25 | -0.23 | 1.11 | -1.46 | 2.08 | 0.41 | 2.60 | -1.08 | 1.88 | 3.57 | -1.67 | 0.66 | 3.61 | 5.65 | 1.28 | 4.19 | 8.63 | -2.36 | 0.32 | 2.84 | -0.28 | 2.08 | 5.14 | -2.36 | -0.20 | -4.20 |
| Standard Deviation(%) | NA | 5.02 | 6.55 | 6.16 | 6.38 | NA | NA | 5.16 | 5.38 | 5.07 | 7.26 | 8.48 | 3.66 | 12.44 | 3.79 | 3.75 | 2.80 | 4.63 | 4.14 | 3.16 | 2.83 | 3.01 | 4.76 | 3.45 | 5.29 | 8.89 | 3.55 | 2.56 | 2.96 | 2.71 | 2.52 | 2.88 | 4.55 | 3.95 |
| Draw Down(%) | NA | 6.34 | 7.67 | 16.34 | 24.06 | NA | NA | 26.16 | 5.30 | 2.45 | 5.77 | 16.34 | 1.86 | 24.06 | 2.10 | 7.19 | 1.84 | 5.68 | 11.40 | 4.64 | 3.30 | 1.90 | 7.28 | 3.57 | 4.73 | 25.86 | 5.43 | 2.04 | 5.84 | 4.31 | 2.83 | 9.99 | 8.11 | 7.25 |
| Yield(%) | 0.00 | 5.88 | 6.85 | 6.73 | 6.11 | 7.17 | 7.01 | 6.12 | 2.66 | 6.68 | 7.48 | 6.37 | 7.42 | 6.28 | 7.14 | 6.50 | 6.88 | 8.16 | 7.68 | 8.76 | 8.71 | 9.22 | 9.93 | 12.28 | 12.40 | 7.62 | 7.60 | 7.06 | 6.36 | 4.68 | 2.53 | 0.00 | 0.00 | 2.74 |
Data as of 07/25/2025, AR inception is 07/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHIAX (IVY HIGH INCOME FUND CLASS A) |
-3.87%
Nov 2005 - Nov 2008 |
-0.66%
Nov 2003 - Nov 2008 |
3.01%
Oct 2013 - Oct 2023 |
5.29%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHIAX (IVY HIGH INCOME FUND CLASS A) |
21.89%
Nov 2008 - Nov 2011 |
18.84%
Nov 2008 - Nov 2013 |
10.83%
Nov 2008 - Nov 2018 |
8.30%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart