Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WYMHX (IVY MUNICIPAL HIGH INCOME FUND CLASS I) | NA | 2.48% | -2.44% | 0.23% | 2.59% | 4.62% | 3.84% | … | … |
Data as of 10/19/2023, Common starting date is 12/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WYMHX (IVY MUNICIPAL HIGH INCOME FUND CLASS I) | 12/30/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.48 | -2.44 | 0.23 | 2.59 | 4.62 | 3.84 | … | … | -0.73 | -13.49 | 5.13 | 4.39 | 6.03 | 2.34 | 4.41 | 0.90 | 4.72 | 14.19 | -6.01 | 11.72 | 10.84 | 7.02 | 30.71 | -17.71 | 0.12 | 7.14 | 7.35 | 4.97 | -0.41 | 0.20 | -0.41 | 4.20 | -5.06 | -2.25 |
| Sharpe Ratio | NA | -0.18 | -0.75 | -0.19 | 0.42 | NA | NA | … | … | -0.86 | -2.06 | 2.48 | 0.52 | 2.19 | 0.45 | 1.66 | 0.24 | 2.12 | 6.02 | -1.45 | 5.31 | 3.72 | 2.08 | 7.50 | -3.07 | -1.05 | 1.66 | 2.03 | 1.39 | -0.43 | -0.42 | -1.57 | -0.01 | -2.79 | NA |
| Standard Deviation(%) | NA | 5.89 | 5.19 | 5.45 | 4.22 | NA | NA | … | … | 5.28 | 7.26 | 2.06 | 7.93 | 2.08 | 2.12 | 2.27 | 2.89 | 2.21 | 2.36 | 4.16 | 2.21 | 2.91 | 3.33 | 4.08 | 6.06 | 2.91 | 2.25 | 2.50 | 2.87 | 2.64 | 2.26 | 1.85 | 2.54 | 3.02 | 0.00 |
| Draw Down(%) | NA | 5.99 | 18.61 | 18.61 | 18.61 | NA | NA | … | … | 5.99 | 18.61 | 1.76 | 11.63 | 1.37 | 1.40 | 1.36 | 5.07 | 1.55 | 1.34 | 10.40 | 1.45 | 2.89 | 5.32 | 1.65 | 20.33 | 2.96 | 0.79 | 0.98 | 4.24 | 4.25 | 3.02 | 2.59 | 2.43 | 7.05 | 2.25 |
| Yield(%) | 0.00 | 4.47 | 3.91 | 4.00 | 4.52 | 5.51 | 4.73 | … | … | 3.12 | 4.36 | 3.46 | 3.86 | 4.13 | 5.03 | 4.33 | 4.37 | 4.61 | 5.49 | 4.61 | 4.47 | 5.34 | 5.11 | 5.16 | 5.15 | 4.84 | 4.97 | 5.35 | 3.83 | 0.00 | 0.00 | 0.00 | 4.92 | 5.67 | 0.05 |
Data as of 10/19/2023, Common starting date is 12/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WYMHX (IVY MUNICIPAL HIGH INCOME FUND CLASS I) |
-4.07%
Dec 2005 – Dec 2008 |
-0.89%
Apr 1999 – Apr 2004 |
0.29%
Jan 1999 – Jan 2009 |
3.23%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WYMHX (IVY MUNICIPAL HIGH INCOME FUND CLASS I) |
15.74%
Dec 2008 – Dec 2011 |
10.24%
Dec 2008 – Dec 2013 |
7.70%
Dec 2008 – Dec 2018 |
5.39%
May 2004 – May 2019 |
Annualized Rolling Returns Comparison Chart