Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WHIYX (IVY HIGH INCOME FUND CLASS Y) | 1.18% | 4.19% | 8.52% | 5.69% | 4.28% | 6.03% | 6.38% | 6.24% |
Data as of 07/03/2025, AR inception is 12/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHIYX (IVY HIGH INCOME FUND CLASS Y) | 12/30/1998 | 07/03/2025 |
| 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 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 4.19 | 8.52 | 5.69 | 4.28 | 6.03 | 6.38 | 6.24 | 1.18 | 5.44 | 12.24 | -10.84 | 7.63 | 5.37 | 11.29 | -2.19 | 8.03 | 16.76 | -6.89 | 2.10 | 10.22 | 16.91 | 6.18 | 14.60 | 45.62 | -19.95 | 4.36 | 10.77 | 1.54 | 6.66 | 19.01 | 1.48 | 10.72 | -6.84 | 5.64 | 0.70 |
| Sharpe Ratio | NA | 0.19 | 0.76 | 0.60 | 0.44 | NA | NA | 0.91 | -0.12 | -0.22 | 1.12 | -1.44 | 2.08 | 0.41 | 2.61 | -0.94 | 2.59 | 3.57 | -1.68 | 0.66 | 3.61 | 5.65 | 1.29 | 4.20 | 8.82 | -2.35 | 0.39 | 2.88 | -0.21 | 2.10 | 6.31 | 0.11 | 1.64 | -2.50 | 0.59 | NA |
| Standard Deviation(%) | NA | 5.13 | 6.66 | 6.22 | 6.40 | NA | NA | 5.17 | 5.58 | 5.25 | 7.22 | 8.55 | 3.66 | 12.44 | 3.79 | 3.76 | 2.86 | 4.63 | 4.13 | 3.16 | 2.83 | 3.01 | 4.76 | 3.46 | 5.16 | 8.84 | 3.53 | 2.61 | 2.99 | 2.72 | 2.90 | 3.46 | 5.21 | 4.37 | 4.07 | 0.00 |
| Draw Down(%) | NA | 6.34 | 7.67 | 16.31 | 24.06 | NA | NA | 26.10 | 5.30 | 2.45 | 5.77 | 16.31 | 1.86 | 24.06 | 2.10 | 7.19 | 1.84 | 5.68 | 11.40 | 4.64 | 3.30 | 1.90 | 7.27 | 3.57 | 4.85 | 25.77 | 5.42 | 2.03 | 5.80 | 4.29 | 2.49 | 6.81 | 5.21 | 9.07 | 5.43 | 0.00 |
| Yield(%) | 0.00 | 5.41 | 7.13 | 6.81 | 6.05 | 7.27 | 7.12 | 6.36 | 2.13 | 6.68 | 7.50 | 6.38 | 7.42 | 6.31 | 7.15 | 7.04 | 6.90 | 8.18 | 7.66 | 8.76 | 8.71 | 9.22 | 9.96 | 12.33 | 12.47 | 7.77 | 7.72 | 7.30 | 6.55 | 4.76 | 7.32 | 7.10 | 8.95 | 8.32 | 7.51 | 0.60 |
Data as of 07/03/2025, AR inception is 12/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHIYX (IVY HIGH INCOME FUND CLASS Y) |
-3.65%
Nov 2005 - Nov 2008 |
-0.46%
Nov 2003 - Nov 2008 |
3.29%
Oct 2013 - Oct 2023 |
5.58%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHIYX (IVY HIGH INCOME FUND CLASS Y) |
21.90%
Nov 2008 - Nov 2011 |
18.84%
Nov 2008 - Nov 2013 |
11.11%
Nov 2008 - Nov 2018 |
8.50%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart