Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IECIX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS I) | NA | 16.74% | -2.20% | -0.19% | NA | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 05/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IECIX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS I) | 05/06/2014 | 10/16/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.74 | -2.20 | -0.19 | NA | NA | NA | … | … | 6.73 | -12.47 | -9.13 | 5.00 | 9.67 | -9.64 | 9.88 | 8.16 | -11.10 | -7.34 |
| Sharpe Ratio | NA | 1.83 | -0.43 | -0.17 | NA | NA | NA | … | … | 0.62 | -1.23 | -1.32 | 0.38 | 1.36 | -1.51 | 1.81 | 0.90 | -1.55 | -1.87 |
| Standard Deviation(%) | NA | 7.26 | 8.74 | 9.12 | NA | NA | NA | … | … | 7.00 | 11.27 | 6.93 | 12.45 | 6.09 | 7.26 | 5.13 | 8.84 | 7.16 | 5.85 |
| Draw Down(%) | NA | 4.86 | 28.68 | 28.68 | NA | NA | NA | … | … | 4.86 | 22.80 | 11.68 | 20.59 | 5.32 | 17.01 | 4.02 | 8.12 | 12.81 | 12.61 |
| Yield(%) | 0.00 | 0.00 | 0.13 | 0.40 | 0.62 | 0.41 | 0.31 | … | … | 0.00 | 0.00 | 0.00 | 0.38 | 1.32 | 0.21 | 3.22 | 0.00 | 0.00 | 1.77 |
Data as of 10/16/2023, Common starting date is 05/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IECIX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS I) |
-7.91%
Oct 2019 – Oct 2022 |
-5.17%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IECIX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS I) |
4.38%
Aug 2018 – Aug 2021 |
4.34%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart