Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMBAX (IVY MUNICIPAL BOND FUND CLASS A) | NA | 5.70% | -2.60% | 0.12% | 1.45% | 3.30% | 2.72% | … | … |
Data as of 10/19/2023, Common starting date is 09/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMBAX (IVY MUNICIPAL BOND FUND CLASS A) | 09/26/2000 | 10/19/2023 |
| 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 | 5.70 | -2.60 | 0.12 | 1.45 | 3.30 | 2.72 | … | … | 2.32 | -12.59 | 1.37 | 3.91 | 5.08 | 0.95 | 3.43 | 0.28 | 2.75 | 7.93 | -3.25 | 7.42 | 9.99 | 3.14 | 15.96 | -5.51 | 1.98 | 3.85 | 2.40 | 3.22 | 2.67 | 4.14 | 2.12 | 1.80 |
| Sharpe Ratio | NA | 0.30 | -0.90 | -0.26 | 0.17 | NA | NA | … | … | -0.24 | -2.33 | 0.64 | 0.56 | 2.33 | -0.26 | 1.66 | 0.04 | 1.66 | 4.71 | -1.19 | 3.48 | 3.60 | 1.03 | 4.47 | -1.23 | -0.53 | 0.31 | 0.10 | 0.68 | 0.55 | 1.02 | -0.11 | 1.67 |
| Standard Deviation(%) | NA | 5.69 | 4.68 | 4.71 | 3.55 | NA | NA | … | … | 5.51 | 6.03 | 2.10 | 6.48 | 1.58 | 1.38 | 1.70 | 2.15 | 1.64 | 1.68 | 2.77 | 2.14 | 2.77 | 2.96 | 3.55 | 5.21 | 1.92 | 1.84 | 2.27 | 3.35 | 3.60 | 2.99 | 1.99 | 1.68 |
| Draw Down(%) | NA | 4.79 | 17.94 | 17.94 | 17.94 | NA | NA | … | … | 4.79 | 17.30 | 1.99 | 9.59 | 1.51 | 1.26 | 0.86 | 4.39 | 1.79 | 1.03 | 6.78 | 1.61 | 2.53 | 5.51 | 2.25 | 10.18 | 1.45 | 0.99 | 2.11 | 5.33 | 6.15 | 4.09 | 3.20 | 0.58 |
| Yield(%) | 0.00 | 4.03 | 2.96 | 3.00 | 2.95 | 3.67 | 3.32 | … | … | 2.73 | 3.22 | 2.77 | 2.41 | 3.04 | 3.44 | 2.89 | 2.22 | 2.54 | 3.15 | 2.69 | 3.07 | 3.89 | 3.53 | 4.44 | 3.58 | 3.65 | 3.76 | 3.60 | 2.98 | 0.85 | 0.00 | 0.00 | 0.53 |
Data as of 10/19/2023, Common starting date is 09/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMBAX (IVY MUNICIPAL BOND FUND CLASS A) |
-4.15%
Oct 2019 – Oct 2022 |
-1.38%
Oct 2017 – Oct 2022 |
0.38%
Oct 2012 – Oct 2022 |
2.20%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMBAX (IVY MUNICIPAL BOND FUND CLASS A) |
9.57%
Dec 2008 – Dec 2011 |
6.58%
Feb 2008 – Feb 2013 |
4.73%
Dec 2008 – Dec 2018 |
3.88%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart