Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WYTMX (IVY TAX-MANAGED EQUITY FUND CLASS I) | NA | 7.84% | 9.51% | 11.21% | 12.53% | 9.34% | NA | … | … |
Data as of 11/02/2018, Common starting date is 11/22/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WYTMX (IVY TAX-MANAGED EQUITY FUND CLASS I) | 11/22/2000 | 11/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.32 | 7.84 | 9.51 | 11.21 | 12.53 | 9.34 | NA | … | … | 4.60 | 30.32 | -2.03 | 7.96 | 11.89 | 34.24 | 13.24 | -1.53 | 12.75 | 28.45 | -36.21 | 24.93 | 6.48 | 10.38 | 11.90 | 24.92 | -16.29 | -22.01 | -0.04 |
| Sharpe Ratio | NA | 0.38 | 0.61 | 0.74 | 0.70 | NA | NA | … | … | 0.23 | 3.49 | -0.15 | 0.51 | 0.85 | 2.80 | 0.97 | -0.06 | 0.71 | 1.37 | -1.18 | 1.34 | 0.26 | 0.73 | 0.82 | 1.66 | -0.86 | -1.08 | -0.21 |
| Standard Deviation(%) | NA | 17.58 | 14.43 | 14.51 | 17.54 | NA | NA | … | … | 18.52 | 8.55 | 14.65 | 15.63 | 14.03 | 12.22 | 13.68 | 24.41 | 17.86 | 20.71 | 31.38 | 16.39 | 12.43 | 11.30 | 13.33 | 14.63 | 20.12 | 22.85 | 21.51 |
| Draw Down(%) | NA | 12.86 | 16.60 | 17.76 | 21.51 | NA | NA | … | … | 12.86 | 3.06 | 14.58 | 12.41 | 8.46 | 7.36 | 11.05 | 18.67 | 16.27 | 14.90 | 43.68 | 7.87 | 11.42 | 6.97 | 12.92 | 8.20 | 25.30 | 37.40 | 8.01 |
| Yield(%) | 0.00 | 0.00 | 0.90 | 1.72 | 1.73 | 1.37 | 0.83 | … | … | 0.00 | 0.77 | 0.00 | 2.16 | 2.21 | 3.76 | 0.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.32 | 0.00 | 0.00 | 0.20 | 0.50 |
Data as of 11/02/2018, Common starting date is 11/22/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WYTMX (IVY TAX-MANAGED EQUITY FUND CLASS I) |
-8.66%
Feb 2006 – Feb 2009 |
-1.82%
Feb 2004 – Feb 2009 |
1.89%
Jan 2001 – Jan 2011 |
4.67%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WYTMX (IVY TAX-MANAGED EQUITY FUND CLASS I) |
21.19%
Sep 2011 – Sep 2014 |
19.56%
Feb 2009 – Feb 2014 |
12.45%
Oct 2008 – Oct 2018 |
10.94%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart