Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLBCX (IVY LIMITED-TERM BOND FUND CLASS C) | NA | 37.62% | 8.60% | 6.54% | 3.36% | 3.22% | 2.95% | … | … |
Data as of 10/16/2023, Common starting date is 09/24/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLBCX (IVY LIMITED-TERM BOND FUND CLASS C) | 09/24/1992 | 10/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 37.62 | 8.60 | 6.54 | 3.36 | 3.22 | 2.95 | … | … | 35.72 | -4.67 | -1.31 | 3.00 | 3.32 | 0.04 | 0.96 | 1.26 | -0.21 | 0.15 | -1.46 | 1.91 | 2.24 | 2.65 | 5.20 | 6.58 | 4.80 | 2.58 | 0.38 | 0.04 | 1.63 | 3.29 | 7.74 | 7.17 | 0.42 | 5.36 | 5.64 | 3.05 | 12.48 | -3.15 | 7.14 | -1.27 |
| Sharpe Ratio | NA | 1.15 | 0.41 | 0.39 | 0.27 | NA | NA | … | … | 1.31 | -2.38 | -1.38 | 1.46 | 1.14 | -1.10 | 0.23 | 0.63 | -0.13 | 0.10 | -0.79 | 1.34 | 1.06 | 1.06 | 1.51 | 1.49 | 0.82 | -0.39 | -1.12 | -0.43 | 0.39 | 0.91 | 2.14 | 1.15 | -1.13 | 0.86 | 0.91 | -0.14 | 2.69 | -1.81 | 1.88 | -1.73 |
| Standard Deviation(%) | NA | 29.44 | 17.07 | 13.26 | 9.43 | NA | NA | … | … | 33.13 | 2.56 | 0.96 | 1.89 | 1.68 | 1.15 | 1.42 | 1.67 | 1.81 | 1.37 | 1.89 | 1.39 | 2.09 | 2.42 | 3.37 | 3.78 | 2.22 | 1.79 | 1.60 | 2.09 | 2.42 | 2.40 | 2.58 | 2.68 | 2.49 | 2.37 | 2.32 | 3.24 | 3.21 | 3.37 | 2.68 | 3.87 |
| Draw Down(%) | NA | 1.47 | 7.58 | 7.58 | 7.58 | NA | NA | … | … | 1.47 | 6.27 | 1.51 | 3.26 | 1.00 | 1.35 | 0.96 | 2.09 | 1.60 | 0.99 | 3.55 | 0.80 | 1.12 | 2.56 | 1.38 | 2.21 | 1.26 | 1.07 | 1.33 | 2.71 | 2.13 | 1.37 | 1.15 | 1.80 | 2.02 | 1.21 | 1.33 | 2.61 | 1.49 | 4.77 | 1.39 | 3.10 |
| Yield(%) | 0.00 | 1.88 | 0.82 | 0.97 | 0.96 | 1.28 | 1.50 | … | … | 1.45 | 0.73 | 0.26 | 0.78 | 1.24 | 1.24 | 0.96 | 0.89 | 0.72 | 0.71 | 1.22 | 1.28 | 1.87 | 1.91 | 2.56 | 2.40 | 2.75 | 2.34 | 2.03 | 1.48 | 1.72 | 2.28 | 4.30 | 5.13 | 4.42 | 4.46 | 4.52 | 4.32 | 4.44 | 3.62 | 3.58 | 0.93 |
Data as of 10/16/2023, Common starting date is 09/24/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLBCX (IVY LIMITED-TERM BOND FUND CLASS C) |
-1.51%
Jun 2020 – Jun 2023 |
-0.26%
Oct 2017 – Oct 2022 |
-0.04%
Oct 2012 – Oct 2022 |
1.14%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLBCX (IVY LIMITED-TERM BOND FUND CLASS C) |
8.60%
Sep 2020 – Sep 2023 |
6.50%
Sep 2018 – Sep 2023 |
4.83%
Dec 1992 – Dec 2002 |
4.46%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart