Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMBBX (IVY MUNICIPAL BOND FUND CLASS A) | NA | 0.01% | 2.24% | 1.93% | 2.01% | 2.74% | 2.73% | … | … |
Data as of 01/07/2022, Common starting date is 08/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMBBX (IVY MUNICIPAL BOND FUND CLASS A) | 08/24/2000 | 01/07/2022 |
| 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 | 0.01 | 2.24 | 1.93 | 2.01 | 2.74 | 2.73 | … | … | 0.00 | 0.01 | 2.80 | 4.14 | 0.41 | 2.63 | -0.49 | 1.93 | 7.02 | -3.97 | 6.65 | 9.16 | 2.73 | 15.01 | -6.30 | 1.16 | 3.05 | 1.62 | 2.55 | 2.44 | 4.14 | 2.12 | 1.41 |
| Sharpe Ratio | NA | -0.01 | 0.43 | 0.39 | 0.61 | NA | NA | … | … | NA | -0.01 | 0.40 | 1.87 | -0.71 | 1.31 | -0.33 | 1.23 | 4.42 | -1.48 | 3.22 | 3.39 | 0.91 | 4.27 | -1.39 | -1.04 | -0.15 | -0.25 | 0.48 | 0.49 | 1.02 | -0.11 | -0.02 |
| Standard Deviation(%) | NA | 1.48 | 3.92 | 3.16 | 2.67 | NA | NA | … | … | NA | 1.50 | 6.46 | 1.46 | 1.30 | 1.53 | 2.09 | 1.55 | 1.58 | 2.71 | 2.07 | 2.69 | 2.90 | 3.49 | 5.17 | 1.80 | 1.72 | 2.18 | 3.32 | 3.58 | 2.99 | 1.99 | 1.66 |
| Draw Down(%) | NA | 2.13 | 9.59 | 9.59 | 9.59 | NA | NA | … | … | NA | 2.13 | 9.59 | 1.51 | 1.54 | 0.97 | 4.70 | 2.03 | 1.09 | 7.02 | 1.61 | 2.53 | 5.64 | 2.32 | 10.85 | 1.67 | 0.99 | 2.17 | 5.46 | 6.15 | 4.09 | 3.20 | 0.87 |
| Yield(%) | 0.00 | 0.51 | 1.36 | 1.80 | 1.89 | 2.33 | 2.29 | … | … | 0.00 | 0.51 | 1.42 | 2.12 | 2.91 | 2.11 | 1.44 | 1.74 | 2.27 | 1.96 | 2.33 | 3.12 | 3.12 | 3.55 | 2.76 | 2.85 | 2.99 | 2.84 | 2.33 | 0.63 | 0.00 | 0.00 | 0.82 |
Data as of 01/07/2022, 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 |
|---|---|---|---|---|
| WMBBX (IVY MUNICIPAL BOND FUND CLASS A) |
-0.78%
Dec 2005 – Dec 2008 |
0.35%
Dec 2003 – Dec 2008 |
2.07%
Dec 2011 – Dec 2021 |
2.65%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMBBX (IVY MUNICIPAL BOND FUND CLASS A) |
8.85%
Dec 2008 – Dec 2011 |
5.83%
Feb 2008 – Feb 2013 |
3.98%
Dec 2008 – Dec 2018 |
3.23%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart