Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBNCX (IVY BALANCED FUND CLASS C) | 2.75% | 10.76% | 12.14% | -1.20% | 3.86% | 4.95% | 5.13% | … | … |
Data as of 06/10/2026, Common starting date is 12/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBNCX (IVY BALANCED FUND CLASS C) | 12/17/2003 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.57 | 10.76 | 12.14 | -1.20 | 3.86 | 4.95 | 5.13 | … | … | 2.75 | 10.92 | 14.81 | 15.32 | -33.97 | 3.87 | 7.25 | 21.21 | -4.01 | 10.59 | 1.28 | -1.10 | 6.54 | 22.45 | 10.72 | 1.98 | 15.45 | 14.43 | -20.04 | 12.05 | 9.66 | 3.73 | 7.51 | 1.98 |
| Sharpe Ratio | NA | 1.03 | 0.97 | -0.21 | 0.15 | NA | NA | … | … | 0.58 | 0.74 | 1.26 | 1.23 | -1.19 | 0.27 | 0.31 | 2.34 | -0.48 | 1.87 | 0.12 | -0.10 | 0.74 | 2.54 | 1.14 | 0.12 | 1.11 | 0.90 | -1.02 | 0.85 | 0.79 | 0.20 | 0.77 | 12.55 |
| Standard Deviation(%) | NA | 9.38 | 10.02 | 16.76 | 14.86 | NA | NA | … | … | 11.56 | 10.94 | 8.85 | 9.54 | 29.92 | 14.16 | 22.65 | 8.44 | 11.22 | 5.33 | 8.65 | 10.89 | 8.77 | 8.81 | 9.40 | 16.51 | 13.79 | 16.01 | 20.55 | 10.51 | 7.92 | 7.47 | 8.50 | 5.78 |
| Draw Down(%) | NA | 7.66 | 11.15 | 41.11 | 41.11 | NA | NA | … | … | 7.66 | 10.74 | 4.49 | 8.78 | 34.53 | 12.56 | 25.69 | 5.30 | 13.41 | 2.88 | 9.75 | 10.34 | 7.06 | 4.70 | 7.01 | 14.60 | 11.72 | 15.72 | 27.34 | 4.80 | 5.89 | 4.73 | 6.44 | 0.15 |
| Yield(%) | 0.00 | 1.96 | 1.51 | 0.62 | 2.81 | 3.37 | 3.47 | … | … | 0.00 | 2.18 | 1.52 | 0.40 | 0.00 | 0.00 | 0.57 | 7.98 | 9.57 | 4.18 | 1.85 | 5.16 | 3.03 | 2.30 | 1.15 | 0.81 | 0.58 | 0.96 | 0.29 | 3.62 | 0.34 | 0.07 | 0.18 | 0.13 |
Data as of 06/10/2026, Common starting date is 12/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBNCX (IVY BALANCED FUND CLASS C) |
-9.73%
Dec 2019 – Dec 2022 |
-3.31%
Sep 2018 – Sep 2023 |
0.70%
Oct 2013 – Oct 2023 |
2.63%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBNCX (IVY BALANCED FUND CLASS C) |
17.03%
Feb 2009 – Feb 2012 |
15.48%
Feb 2009 – Feb 2014 |
9.63%
Feb 2009 – Feb 2019 |
7.26%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart