Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHITX (IVY HIGH INCOME FUND CLASS T) | NA | -3.89% | NA | NA | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHITX (IVY HIGH INCOME FUND CLASS T) | 07/06/2017 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | -3.89 | NA | NA | NA | NA | NA | … | … | -6.85 | 8.26 | -5.55 | -44.14 |
| Sharpe Ratio | NA | -0.44 | NA | NA | NA | NA | NA | … | … | -0.91 | 1.94 | -1.94 | -0.81 |
| Standard Deviation(%) | NA | 12.09 | NA | NA | NA | NA | NA | … | … | 17.27 | 3.56 | 3.55 | 87.33 |
| Draw Down(%) | NA | 24.05 | NA | NA | NA | NA | NA | … | … | 24.05 | 3.19 | 8.41 | 45.86 |
| Yield(%) | 0.00 | 6.77 | 3.41 | 2.04 | 1.02 | 0.68 | 0.51 | … | … | 2.72 | 7.25 | 6.61 | 1.65 |
Data as of 06/19/2020, Common starting date is 07/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHITX (IVY HIGH INCOME FUND CLASS T) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHITX (IVY HIGH INCOME FUND CLASS T) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart