Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRHIX (IVY HIGH INCOME FUND CLASS C) | -1.33% | 4.15% | 5.49% | 2.24% | 4.43% | 4.59% | 5.55% | … | … |
Data as of 06/04/2026, Common starting date is 08/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRHIX (IVY HIGH INCOME FUND CLASS C) | 08/26/1997 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 4.15 | 5.49 | 2.24 | 4.43 | 4.59 | 5.55 | … | … | -1.33 | 4.92 | 5.18 | 11.42 | -11.99 | 10.45 | 4.60 | 10.50 | -2.93 | 7.23 | 15.91 | -7.58 | 1.29 | 9.40 | 16.09 | 5.40 | 13.84 | 44.76 | -20.79 | 3.26 | 9.68 | 0.61 | 5.95 | 16.77 | -0.15 | 9.83 | -7.42 | 4.84 | 3.66 | 4.86 |
| Sharpe Ratio | NA | 0.64 | 0.57 | -0.06 | 0.45 | NA | NA | … | … | -1.37 | 0.43 | 0.31 | 1.09 | -1.59 | 2.78 | 0.35 | 2.45 | -1.18 | 2.42 | 3.45 | -1.89 | 0.42 | 3.49 | 5.65 | 1.15 | 4.13 | 8.59 | -2.44 | 0.03 | 2.62 | -0.58 | 1.92 | 5.90 | -0.39 | 1.47 | -2.66 | 0.37 | 0.04 | 3.39 |
| Standard Deviation(%) | NA | 4.02 | 5.12 | 6.11 | 6.24 | NA | NA | … | … | 3.89 | 4.79 | 5.00 | 7.18 | 8.45 | 3.75 | 12.41 | 3.68 | 3.66 | 2.72 | 4.54 | 4.03 | 3.03 | 2.69 | 2.86 | 4.66 | 3.33 | 5.20 | 8.90 | 3.47 | 2.40 | 2.83 | 2.59 | 2.72 | 3.37 | 5.10 | 4.37 | 3.95 | 4.37 | 3.21 |
| Draw Down(%) | NA | 3.10 | 6.70 | 17.15 | 24.11 | NA | NA | … | … | 3.10 | 5.41 | 2.47 | 5.82 | 17.15 | 1.64 | 24.11 | 2.21 | 7.30 | 1.84 | 5.72 | 11.71 | 4.86 | 3.36 | 1.96 | 7.39 | 3.57 | 4.94 | 26.21 | 5.50 | 2.10 | 5.94 | 4.44 | 2.49 | 7.52 | 5.27 | 9.57 | 5.76 | 10.92 | 1.13 |
| Yield(%) | 0.00 | 5.16 | 5.84 | 5.61 | 6.08 | 6.05 | 6.47 | … | … | 1.86 | 5.53 | 5.88 | 6.76 | 5.28 | 10.02 | 5.66 | 6.40 | 6.30 | 6.14 | 7.41 | 6.94 | 7.98 | 7.96 | 8.47 | 9.23 | 11.65 | 11.59 | 6.86 | 6.78 | 6.29 | 5.66 | 4.09 | 5.35 | 5.49 | 8.12 | 7.74 | 6.77 | 6.29 | 2.11 |
Data as of 06/04/2026, Common starting date is 08/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRHIX (IVY HIGH INCOME FUND CLASS C) |
-4.64%
Nov 2005 – Nov 2008 |
-1.39%
Nov 2003 – Nov 2008 |
1.42%
Nov 1998 – Nov 2008 |
4.59%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRHIX (IVY HIGH INCOME FUND CLASS C) |
21.08%
Nov 2008 – Nov 2011 |
18.02%
Nov 2008 – Nov 2013 |
10.31%
Nov 2008 – Nov 2018 |
7.91%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart