Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMBCX (IVY MUNICIPAL BOND FUND CLASS C) | NA | 4.98% | -3.40% | -0.72% | 0.65% | 2.52% | 1.94% | … | … |
Data as of 10/19/2023, Common starting date is 09/24/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMBCX (IVY MUNICIPAL BOND FUND CLASS C) | 09/24/1992 | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.98 | -3.40 | -0.72 | 0.65 | 2.52 | 1.94 | … | … | 1.81 | -13.37 | 0.53 | 3.00 | 4.17 | 0.33 | 2.63 | -0.47 | 1.92 | 7.04 | -3.98 | 6.61 | 9.16 | 2.79 | 15.12 | -6.28 | 1.06 | 3.05 | 1.60 | 2.60 | 3.98 | 6.60 | 5.72 | 7.59 | -7.03 | 5.12 | 9.18 | 3.53 | 19.15 | -8.81 | 12.47 | 2.22 |
| Sharpe Ratio | NA | 0.17 | -1.09 | -0.45 | -0.06 | NA | NA | … | … | -0.36 | -2.49 | 0.32 | 0.43 | 1.89 | -0.77 | 1.32 | -0.33 | 1.22 | 4.43 | -1.48 | 3.20 | 3.39 | 0.93 | 4.29 | -1.39 | -1.09 | -0.13 | -0.26 | 0.50 | 0.90 | 1.76 | 1.64 | 1.33 | -3.47 | 0.67 | 1.79 | 0.01 | 2.97 | -1.81 | 2.80 | 1.70 |
| Standard Deviation(%) | NA | 5.66 | 4.56 | 4.62 | 3.46 | NA | NA | … | … | 5.46 | 5.95 | 1.56 | 6.46 | 1.46 | 1.28 | 1.53 | 2.09 | 1.55 | 1.59 | 2.70 | 2.06 | 2.70 | 2.91 | 3.50 | 5.17 | 1.79 | 1.72 | 2.18 | 3.33 | 3.64 | 3.11 | 2.11 | 2.64 | 2.95 | 2.71 | 3.15 | 5.58 | 5.15 | 6.49 | 3.70 | 3.79 |
| Draw Down(%) | NA | 4.85 | 18.27 | 18.27 | 18.27 | NA | NA | … | … | 4.85 | 17.88 | 1.99 | 9.59 | 1.51 | 1.54 | 0.97 | 4.69 | 2.04 | 1.09 | 7.03 | 1.61 | 2.53 | 5.64 | 2.32 | 10.83 | 1.69 | 0.99 | 2.18 | 5.46 | 5.75 | 4.09 | 2.94 | 3.27 | 8.27 | 2.33 | 2.40 | 5.49 | 3.92 | 14.10 | 3.10 | 3.24 |
| Yield(%) | 0.00 | 3.32 | 2.20 | 2.17 | 2.15 | 2.78 | 2.52 | … | … | 2.22 | 2.44 | 1.94 | 1.53 | 2.15 | 2.83 | 2.11 | 1.46 | 1.73 | 2.29 | 1.95 | 2.30 | 3.12 | 3.18 | 3.65 | 2.79 | 2.75 | 3.00 | 2.82 | 2.39 | 2.14 | 2.39 | 3.55 | 4.14 | 3.88 | 6.42 | 4.12 | 4.04 | 4.56 | 3.87 | 3.93 | 1.01 |
Data as of 10/19/2023, Common starting date is 09/24/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMBCX (IVY MUNICIPAL BOND FUND CLASS C) |
-4.99%
Oct 2019 – Oct 2022 |
-2.19%
Oct 2017 – Oct 2022 |
-0.42%
Oct 2012 – Oct 2022 |
1.42%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMBCX (IVY MUNICIPAL BOND FUND CLASS C) |
10.90%
Nov 1994 – Nov 1997 |
7.18%
Oct 1992 – Oct 1997 |
5.66%
Nov 1994 – Nov 2004 |
4.71%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart