Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLTBX (IVY LIMITED-TERM BOND FUND CLASS B) | NA | -1.47% | 1.30% | 0.98% | 0.54% | 1.78% | 1.58% | … | … |
Data as of 02/14/2022, Common starting date is 07/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLTBX (IVY LIMITED-TERM BOND FUND CLASS B) | 07/26/2000 | 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 | -1.47 | 1.30 | 0.98 | 0.54 | 1.78 | 1.58 | … | … | 0.00 | -1.55 | 2.74 | 3.15 | -0.06 | 0.81 | 1.17 | -0.34 | 0.03 | -1.58 | 1.82 | 2.15 | 2.55 | 5.10 | 6.54 | 4.81 | 2.51 | 0.32 | -0.01 | 0.60 | 0.97 | 3.30 | 3.43 |
| Sharpe Ratio | NA | -1.73 | 0.53 | 0.18 | 0.09 | NA | NA | … | … | 0.00 | -1.64 | 1.33 | 1.04 | -1.22 | 0.13 | 0.58 | -0.20 | 0.01 | -0.85 | 1.28 | 1.02 | 1.02 | 1.49 | 1.48 | 0.81 | -0.45 | -1.16 | -0.46 | -0.04 | -0.06 | 0.42 | 2.02 |
| Standard Deviation(%) | NA | 0.92 | 1.54 | 1.43 | 1.54 | NA | NA | … | … | NA | 0.96 | 1.88 | 1.67 | 1.14 | 1.41 | 1.66 | 1.81 | 1.36 | 1.89 | 1.39 | 2.08 | 2.41 | 3.36 | 3.78 | 2.22 | 1.78 | 1.59 | 2.09 | 2.38 | 2.26 | 2.34 | 1.95 |
| Draw Down(%) | NA | 1.65 | 3.26 | 3.26 | 3.58 | NA | NA | … | … | 0.00 | 1.72 | 3.26 | 1.00 | 1.36 | 0.98 | 2.11 | 1.68 | 1.05 | 3.58 | 0.80 | 1.14 | 2.57 | 1.38 | 2.20 | 1.26 | 1.11 | 1.34 | 2.72 | 2.55 | 1.92 | 1.44 | 0.40 |
| Yield(%) | 0.00 | 0.06 | 0.54 | 0.71 | 0.76 | 1.33 | 1.31 | … | … | 0.00 | 0.08 | 0.53 | 1.07 | 1.14 | 0.81 | 0.80 | 0.59 | 0.59 | 1.11 | 1.19 | 1.78 | 1.81 | 2.45 | 2.36 | 2.76 | 2.27 | 1.97 | 1.43 | 0.69 | 0.00 | 0.00 | 1.56 |
Data as of 02/14/2022, Common starting date is 07/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLTBX (IVY LIMITED-TERM BOND FUND CLASS B) |
-0.63%
Dec 2012 – Dec 2015 |
-0.35%
Apr 2013 – Apr 2018 |
0.53%
Jan 2012 – Jan 2022 |
1.61%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLTBX (IVY LIMITED-TERM BOND FUND CLASS B) |
6.06%
Jun 2007 – Jun 2010 |
4.76%
Oct 2005 – Oct 2010 |
2.99%
Aug 2000 – Aug 2010 |
2.09%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison Chart