Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WLTYX (IVY LIMITED-TERM BOND FUND CLASS Y) | NA | 38.39% | 9.29% | 7.26% | 4.12% | 3.98% | 3.76% | 4.31% |
Data as of 10/16/2023, AR inception is 12/28/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLTYX (IVY LIMITED-TERM BOND FUND CLASS Y) | 12/28/1995 | 10/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 38.39 | 9.29 | 7.26 | 4.12 | 3.98 | 3.76 | 4.31 | 36.22 | -4.29 | -0.39 | 3.78 | 4.10 | 0.85 | 1.72 | 2.02 | 0.57 | 0.98 | -0.73 | 2.68 | 2.98 | 3.34 | 6.02 | 7.50 | 5.90 | 3.59 | 1.40 | 0.84 | 2.68 | 4.74 | 8.75 | 8.21 | 1.37 | 6.26 | 6.43 | 3.66 | 0.43 |
| Sharpe Ratio | NA | 1.18 | 0.45 | 0.45 | 0.35 | NA | NA | 0.45 | 1.33 | -2.19 | -0.39 | 1.82 | 1.55 | -0.37 | 0.74 | 1.06 | 0.29 | 0.68 | -0.40 | 1.80 | 1.36 | 1.30 | 1.73 | 1.71 | 1.25 | 0.17 | -0.45 | -0.05 | 0.80 | 1.45 | 2.42 | 1.38 | -0.69 | 1.15 | 1.20 | 0.04 | NA |
| Standard Deviation(%) | NA | 29.32 | 17.00 | 13.21 | 9.40 | NA | NA | 6.01 | 32.98 | 2.60 | 1.07 | 1.94 | 1.74 | 1.26 | 1.48 | 1.70 | 1.86 | 1.43 | 1.91 | 1.47 | 2.17 | 2.49 | 3.43 | 3.82 | 2.34 | 1.95 | 1.72 | 2.16 | 2.49 | 2.50 | 2.70 | 2.98 | 2.68 | 2.56 | 2.41 | 3.67 | 0.00 |
| Draw Down(%) | NA | 1.42 | 6.75 | 6.75 | 6.75 | NA | NA | 6.75 | 1.42 | 6.07 | 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 | 1.17 | 2.47 | 1.99 | 1.36 | 1.08 | 1.94 | 1.81 | 1.13 | 1.18 | 2.58 | 0.00 |
| Yield(%) | 0.00 | 2.58 | 1.54 | 1.73 | 1.71 | 2.07 | 2.33 | 3.16 | 1.95 | 1.48 | 1.00 | 1.55 | 2.01 | 2.03 | 1.72 | 1.65 | 1.49 | 1.53 | 1.96 | 2.03 | 2.59 | 2.60 | 3.35 | 3.26 | 3.79 | 3.32 | 3.03 | 2.27 | 2.75 | 3.67 | 5.25 | 6.12 | 5.35 | 5.31 | 5.26 | 4.90 | 0.33 |
Data as of 10/16/2023, AR inception is 12/28/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLTYX (IVY LIMITED-TERM BOND FUND CLASS Y) |
-0.82%
Jun 2020 - Jun 2023 |
0.47%
Oct 2017 - Oct 2022 |
0.71%
Oct 2012 - Oct 2022 |
1.90%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLTYX (IVY LIMITED-TERM BOND FUND CLASS Y) |
9.29%
Sep 2020 - Sep 2023 |
7.22%
Sep 2018 - Sep 2023 |
5.09%
Jan 2000 - Jan 2010 |
4.88%
May 1996 - May 2011 |
Annualized Rolling Returns Comparison Chart