Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGNAX (IVY NATURAL RESOURCES FUND CLASS A) | 15.18% | 46.47% | 18.31% | 14.21% | 7.28% | 1.77% | 2.52% | … | … |
Data as of 06/11/2026, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGNAX (IVY NATURAL RESOURCES FUND CLASS A) | 12/22/1997 | 06/11/2026 |
| 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 (%) | -4.56 | 46.47 | 18.31 | 14.21 | 7.28 | 1.77 | 2.52 | … | … | 15.18 | 39.69 | -0.56 | 1.26 | 17.52 | 26.07 | -12.38 | 9.25 | -23.79 | 2.89 | 23.78 | -22.42 | -13.32 | 7.96 | 0.24 | -21.52 | 16.97 | 74.86 | -61.62 | 43.36 | 25.91 | 29.11 | 27.95 | 45.61 | 4.67 | 15.40 | 9.85 | 40.98 | -29.11 | -7.31 |
| Sharpe Ratio | NA | 2.54 | 0.83 | 0.52 | 0.25 | NA | NA | … | … | 1.80 | 1.74 | -0.40 | -0.16 | 0.54 | 1.37 | -0.34 | 0.44 | -1.25 | 0.15 | 0.98 | -0.92 | -0.68 | 0.47 | 0.01 | -0.60 | 0.60 | 1.82 | -0.99 | 1.73 | 1.10 | 1.68 | 1.75 | 3.78 | 0.17 | 0.72 | 0.35 | 1.95 | -1.20 | -0.98 |
| Standard Deviation(%) | NA | 17.92 | 19.46 | 22.06 | 22.70 | NA | NA | … | … | 20.61 | 21.54 | 17.77 | 19.06 | 30.21 | 18.97 | 37.33 | 17.71 | 20.11 | 14.99 | 24.10 | 24.42 | 19.52 | 16.84 | 21.63 | 35.86 | 27.93 | 41.17 | 63.21 | 23.43 | 20.58 | 16.04 | 15.47 | 11.89 | 20.79 | 18.60 | 16.45 | 19.37 | 26.93 | 101.42 |
| Draw Down(%) | NA | 5.89 | 22.86 | 24.79 | 57.94 | NA | NA | … | … | 5.89 | 19.44 | 13.17 | 15.64 | 24.79 | 11.17 | 47.13 | 18.47 | 31.29 | 18.58 | 16.80 | 32.36 | 30.43 | 14.62 | 26.07 | 42.57 | 24.57 | 23.39 | 74.53 | 15.12 | 18.53 | 15.04 | 11.48 | 11.41 | 32.39 | 30.78 | 17.42 | 15.19 | 48.82 | 13.18 |
| Yield(%) | 0.00 | 0.00 | 2.50 | 2.62 | 1.53 | 0.67 | 2.34 | … | … | 0.00 | 0.00 | 5.39 | 1.96 | 2.30 | 2.82 | 0.26 | 1.86 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 | 0.18 | 0.00 | 0.08 | 0.23 | 11.03 | 12.82 | 11.22 | 7.23 | 0.02 | 0.45 | 0.61 | 1.90 | 0.52 | 0.00 | 0.49 | 2.20 |
Data as of 06/11/2026, Common starting date is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGNAX (IVY NATURAL RESOURCES FUND CLASS A) |
-18.56%
Mar 2017 – Mar 2020 |
-13.10%
Feb 2011 – Feb 2016 |
-8.07%
Mar 2010 – Mar 2020 |
-4.29%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGNAX (IVY NATURAL RESOURCES FUND CLASS A) |
45.81%
Apr 2003 – Apr 2006 |
36.08%
Oct 2002 – Oct 2007 |
24.18%
Aug 1998 – Aug 2008 |
12.78%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart