Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGNCX (IVY NATURAL RESOURCES FUND CLASS C) | 14.77% | 45.42% | 17.41% | 13.36% | 6.55% | 1.09% | 1.81% | … | … |
Data as of 06/11/2026, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGNCX (IVY NATURAL RESOURCES FUND CLASS C) | 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 (%) | -4.57 | 45.42 | 17.41 | 13.36 | 6.55 | 1.09 | 1.81 | … | … | 14.77 | 37.00 | -1.28 | 0.46 | 16.61 | 25.38 | -13.12 | 8.69 | -24.20 | 2.19 | 23.00 | -22.87 | -13.87 | 7.20 | -0.34 | -22.04 | 16.07 | 73.42 | -61.93 | 42.33 | 25.05 | 28.14 | 26.92 | 44.58 | 3.46 | 14.62 | 9.49 | 38.97 | -30.49 | -7.11 |
| Sharpe Ratio | NA | 2.48 | 0.78 | 0.48 | 0.22 | NA | NA | … | … | 1.74 | 1.60 | -0.28 | -0.17 | 0.50 | 1.33 | -0.36 | 0.41 | -1.27 | 0.10 | 0.95 | -0.94 | -0.71 | 0.43 | -0.02 | -0.62 | 0.57 | 1.78 | -0.99 | 1.68 | 1.06 | 1.61 | 1.67 | 3.70 | 0.11 | 0.66 | 0.32 | 1.84 | -1.27 | -0.99 |
| Standard Deviation(%) | NA | 17.90 | 19.46 | 22.08 | 22.73 | NA | NA | … | … | 20.62 | 21.45 | 17.72 | 19.09 | 30.30 | 19.02 | 37.37 | 17.64 | 20.17 | 15.03 | 24.10 | 24.45 | 19.53 | 16.84 | 21.59 | 35.88 | 27.93 | 41.12 | 63.25 | 23.45 | 20.56 | 16.07 | 15.51 | 11.86 | 20.80 | 18.68 | 16.51 | 19.35 | 26.70 | 100.90 |
| Draw Down(%) | NA | 5.95 | 23.42 | 24.86 | 58.48 | NA | NA | … | … | 5.95 | 19.56 | 13.51 | 15.83 | 24.86 | 11.29 | 47.24 | 18.72 | 31.66 | 18.86 | 16.84 | 32.64 | 30.57 | 14.71 | 26.27 | 42.71 | 24.87 | 23.43 | 74.62 | 15.19 | 18.58 | 15.14 | 11.52 | 11.52 | 32.83 | 30.93 | 17.53 | 15.34 | 49.37 | 12.89 |
| Yield(%) | 0.00 | 0.00 | 2.62 | 2.76 | 1.50 | 0.62 | 2.33 | … | … | 0.00 | 0.00 | 6.08 | 1.63 | 2.70 | 2.90 | 0.07 | 1.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.81 | 12.59 | 11.40 | 7.67 | 0.00 | 0.00 | 0.07 | 1.70 | 0.54 | 0.00 | 0.49 | 1.51 |
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 |
|---|---|---|---|---|
| IGNCX (IVY NATURAL RESOURCES FUND CLASS C) |
-19.08%
Mar 2017 – Mar 2020 |
-13.65%
Feb 2011 – Feb 2016 |
-8.66%
Mar 2010 – Mar 2020 |
-4.93%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGNCX (IVY NATURAL RESOURCES FUND CLASS C) |
44.75%
Apr 2003 – Apr 2006 |
35.08%
Oct 2002 – Oct 2007 |
23.14%
Aug 1998 – Aug 2008 |
11.88%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart