Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLTAX (IVY LIMITED-TERM BOND FUND CLASS A) | NA | 38.39% | 9.43% | 7.35% | 4.14% | 3.99% | 3.74% | … | … |
Data as of 10/16/2023, Common starting date is 08/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLTAX (IVY LIMITED-TERM BOND FUND CLASS A) | 08/24/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 38.39 | 9.43 | 7.35 | 4.14 | 3.99 | 3.74 | … | … | 36.22 | -3.84 | -0.47 | 3.78 | 4.11 | 0.70 | 1.72 | 2.01 | 0.57 | 0.98 | -0.73 | 2.68 | 2.99 | 3.34 | 5.96 | 7.43 | 5.73 | 3.47 | 1.24 | 0.75 | 0.88 | 0.97 | 3.30 | 2.45 |
| Sharpe Ratio | NA | 1.18 | 0.46 | 0.46 | 0.35 | NA | NA | … | … | 1.33 | -2.01 | -0.47 | 1.82 | 1.55 | -0.50 | 0.72 | 1.06 | 0.29 | 0.68 | -0.40 | 1.80 | 1.36 | 1.30 | 1.71 | 1.70 | 1.19 | 0.11 | -0.55 | -0.09 | 0.08 | -0.06 | 0.42 | 1.45 |
| Standard Deviation(%) | NA | 29.32 | 17.00 | 13.21 | 9.40 | NA | NA | … | … | 32.99 | 2.60 | 1.05 | 1.94 | 1.74 | 1.23 | 1.52 | 1.70 | 1.86 | 1.43 | 1.91 | 1.47 | 2.17 | 2.49 | 3.43 | 3.82 | 2.32 | 1.93 | 1.70 | 2.15 | 2.41 | 2.26 | 2.34 | 2.03 |
| Draw Down(%) | NA | 1.42 | 6.39 | 6.39 | 6.39 | NA | NA | … | … | 1.42 | 5.63 | 0.98 | 3.26 | 1.00 | 1.17 | 0.76 | 1.92 | 1.15 | 0.73 | 3.31 | 0.80 | 1.08 | 2.50 | 1.38 | 1.99 | 1.19 | 0.80 | 1.19 | 2.51 | 2.55 | 1.92 | 1.44 | 0.40 |
| Yield(%) | 0.00 | 2.58 | 1.57 | 1.75 | 1.70 | 2.07 | 2.29 | … | … | 1.95 | 1.58 | 1.00 | 1.55 | 2.01 | 1.89 | 1.72 | 1.64 | 1.49 | 1.53 | 1.96 | 2.03 | 2.60 | 2.60 | 3.29 | 3.20 | 3.64 | 3.20 | 2.88 | 2.18 | 0.97 | 0.00 | 0.00 | 1.12 |
Data as of 10/16/2023, 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 |
|---|---|---|---|---|
| WLTAX (IVY LIMITED-TERM BOND FUND CLASS A) |
-0.69%
Jun 2020 – Jun 2023 |
0.52%
Oct 2017 – Oct 2022 |
0.74%
Oct 2012 – Oct 2022 |
1.91%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLTAX (IVY LIMITED-TERM BOND FUND CLASS A) |
9.43%
Sep 2020 – Sep 2023 |
7.31%
Sep 2018 – Sep 2023 |
4.15%
Sep 2013 – Sep 2023 |
3.98%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison Chart