Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHIBX (IVY HIGH INCOME FUND CLASS B) | NA | 2.92% | 5.31% | 4.42% | 5.30% | 5.98% | 5.73% | … | … |
Data as of 02/14/2022, Common starting date is 08/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHIBX (IVY HIGH INCOME FUND CLASS B) | 08/24/2000 | 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 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.92 | 5.31 | 4.42 | 5.30 | 5.98 | 5.73 | … | … | 0.00 | 5.32 | 4.00 | 10.44 | -3.02 | 7.16 | 15.89 | -7.65 | 1.27 | 9.38 | 16.03 | 5.30 | 13.73 | 44.37 | -20.99 | 3.03 | 9.41 | 0.45 | 5.89 | 13.28 | -5.69 | 1.44 | -4.28 |
| Sharpe Ratio | NA | 0.92 | 0.63 | 0.59 | 0.96 | NA | NA | … | … | 0.00 | 1.52 | 0.30 | 2.46 | -1.19 | 2.42 | 3.44 | -1.91 | 0.42 | 3.48 | 5.66 | 1.14 | 4.12 | 8.58 | -2.49 | 0.00 | 2.62 | -0.61 | 1.91 | 5.13 | -2.36 | -0.20 | -4.35 |
| Standard Deviation(%) | NA | 3.30 | 7.64 | 6.30 | 5.10 | NA | NA | … | … | NA | 3.49 | 12.34 | 3.68 | 3.64 | 2.71 | 4.54 | 4.02 | 3.02 | 2.68 | 2.85 | 4.64 | 3.31 | 5.16 | 8.78 | 3.47 | 2.35 | 2.81 | 2.59 | 2.45 | 2.88 | 4.55 | 3.66 |
| Draw Down(%) | NA | 1.96 | 24.12 | 24.12 | 24.12 | NA | NA | … | … | 0.00 | 1.96 | 24.12 | 2.22 | 7.31 | 1.84 | 5.72 | 11.74 | 4.87 | 3.36 | 1.96 | 7.40 | 3.57 | 4.83 | 26.32 | 5.52 | 2.12 | 5.98 | 4.44 | 2.83 | 9.99 | 8.11 | 7.05 |
| Yield(%) | 0.00 | 4.96 | 5.54 | 5.55 | 6.32 | 6.51 | 6.14 | … | … | 0.00 | 5.41 | 5.60 | 6.34 | 6.21 | 6.07 | 7.40 | 6.86 | 7.95 | 7.93 | 8.42 | 9.13 | 11.55 | 11.27 | 6.64 | 6.55 | 6.04 | 5.50 | 4.03 | 2.17 | 0.00 | 0.00 | 2.00 |
Data as of 02/14/2022, Common starting date is 08/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHIBX (IVY HIGH INCOME FUND CLASS B) |
-4.86%
Nov 2005 – Nov 2008 |
-1.57%
Nov 2003 – Nov 2008 |
4.35%
Mar 2010 – Mar 2020 |
4.54%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHIBX (IVY HIGH INCOME FUND CLASS B) |
20.88%
Nov 2008 – Nov 2011 |
17.88%
Nov 2008 – Nov 2013 |
10.22%
Nov 2008 – Nov 2018 |
7.08%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart