Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYMGX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS R) | NA | 61,671.10% | 718.04% | 274.20% | 95.20% | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYMGX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS R) | 12/26/2012 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 61,671.10 | 718.04 | 274.20 | 95.20 | NA | NA | … | … | 60,873.03 | 12.70 | -19.59 | 8.38 | 14.35 | 20.54 | -16.26 | 24.24 | 0.92 | -2.00 | -0.42 | 14.33 | 1.25 |
| Sharpe Ratio | NA | 96.78 | 1.94 | 0.96 | 0.47 | NA | NA | … | … | 12,086.72 | 0.70 | -0.98 | 0.62 | 0.46 | 1.67 | -1.19 | 3.10 | 0.04 | -0.14 | -0.04 | 1.30 | 11.86 |
| Standard Deviation(%) | NA | 635.83 | 368.13 | 285.19 | 201.92 | NA | NA | … | … | 852.97 | 12.23 | 21.50 | 13.46 | 30.70 | 11.44 | 14.86 | 7.66 | 15.91 | 14.49 | 10.55 | 11.00 | 15.45 |
| Draw Down(%) | NA | 11.04 | 32.93 | 35.72 | 38.73 | NA | NA | … | … | 4.33 | 11.04 | 31.26 | 8.26 | 35.72 | 8.39 | 25.03 | 2.95 | 14.02 | 17.84 | 10.75 | 11.28 | 0.45 |
| Yield(%) | 0.00 | 106.74 | 30.82 | 24.57 | 13.03 | 10.59 | 7.94 | … | … | 107.12 | 2.91 | 11.25 | 2.52 | 0.77 | 7.40 | 6.12 | 2.81 | 0.94 | 0.58 | 1.31 | 0.00 | 0.00 |
Data as of 07/23/2024, Common starting date is 12/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYMGX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS R) |
-4.73%
Mar 2017 – Mar 2020 |
-2.48%
Mar 2015 – Mar 2020 |
2.65%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYMGX (IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND CLASS R) |
720.59%
Apr 2021 – Apr 2024 |
279.32%
May 2019 – May 2024 |
96.38%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart