Time Period:

1980 - Latest Month-End

IvyVest Model Benchmark*
Annual Return (CAGR) 12.3% 9.9%
Volatility 9.0% 9.6%
Maximum Drawdown 15.1% 36.0%
Value of $100,000 initial investment $8,487,500 $3,571,200

*The benchmark holds an equivalent mix of assets as a "neutral" version of the IvyVest portfolio. It is rebalanced monthly, but its allocations otherwise do not change based on the market environment.

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Notes on Performance Calculations:

  • Performance numbers for the model and benchmark are calculated using the same process.
  • Prior to 2006, performance is calculated using historical data from Global Financial Data (GFD), a popular database used by many researchers and academics.
  • Since 2006, performance is calculated using the monthly closing prices of the exchange traded funds (ETFs) that we recommend using to implement each asset-class.
  • Since 2006, all numbers include the management expense paid to the ETF provider. We did not attempt to create any proxy for trading costs, which may have been significant and material in the earlier part of this period.
  • Results prior to the end of 2011 should be interpreted as "in-sample" or "backtested" results.
  • DISCLAIMER: These results are for informational and research purposes only, and should not be interpreted as a suggestion or promise about what the future may hold. Past performance is never a guarantee of future performance. All investing is risky and involves the chance of a severe loss of capital. Ivy Publications LLC is not an investment adviser. Those with questions about their individual cirumstances should seek guidance from a Registered Investment Advisor (RIA). By viewing this page, you acknowledge that you understand this, and that you assume responsibility for verifying the accuracy of any information that you use to make an investment decision.