1980 - Latest Month-End
|Annual Return (CAGR)||12.3%||9.9%|
|Value of $100,000 initial investment||$8,211,700||$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.