Ivy Variable Insurance Portfolios

A range of portfolios utilized as underlying investments in variable annuities and variable life insurance products.

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Summary

Data quoted is past performance and current performance may be lower or higher. Past performance is no guarantee of future results. Investment return and principal value of an investment will fluctuate, and shares, when redeemed, may be worth more or less than their original cost.

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Prices & Returns
POP as of 12/8/2016
Average Annual Total Returns
POP as of 11/30/2016
Expense
Ratios
Symbol Fund Name Price
($)
Change
($)
YTD
(%)
1YR
(%)
3YR
(%)
5YR
(%)
10YR
(%)
Life
(%)
Inception
Date
Net
(%)
Gross
(%)
Ivy VIP Asset Strategy $8.06 $0.00 -2.35% -6.16% -4.67% 3.51% 5.39% 8.68% 5/1/1995 0.99% 0.99%
Ivy VIP Balanced $7.51 $0.00 2.54% -0.84% 3.39% 8.61% 6.36% 7.43% 5/3/1994 1.00% 1.00%
Ivy VIP Bond $5.26 ($0.01) 3.98% 3.31% 2.57% 2.64% 3.76% 5.95% 7/13/1987 0.78% 0.78%
Ivy VIP Core Equity 1 $10.85 $0.04 5.50% 1.05% 5.00% 12.21% 7.35% 9.18% 7/16/1991 1.00% 1.00%
Ivy VIP Dividend Opportunities $7.78 $0.01 6.87% 2.98% 5.01% 10.57% 4.90% 6.74% 11/20/2003 1.00% 1.00%
Ivy VIP Energy $6.98 $0.06 38.77% 20.00% -0.89% 3.33% 4.20% 3.66% 5/1/2006 1.20% 1.20%
Ivy VIP Global Bond $4.87 $0.00 6.57% 4.65% 1.26% 2.43% 1.83% 8/23/2010 1.14% 1.14%
Ivy VIP Global Growth 2 $8.17 $0.00 -2.72% -5.86% 0.66% 6.67% 3.20% 6.51% 5/3/1994 1.17% 1.17%
Ivy VIP Global Natural Resources $4.60 $0.03 26.45% 8.71% -5.41% -3.26% -2.30% 2.09% 4/28/2005 1.35% 1.35%
Ivy VIP Government Money Market $1.00 $0.00 0.12% 0.12% 0.05% 0.04% 0.84% 3.17% 7/13/1987 0.45% 0.45%
Ivy VIP Growth $10.41 $0.03 2.31% -0.52% 7.86% 13.07% 8.07% 10.39% 7/13/1987 0.99% 0.99%
Ivy VIP High Income $3.57 $0.00 15.10% 9.92% 3.07% 7.82% 7.57% 7.60% 7/13/1987 0.92% 0.92%
Ivy VIP International Core Equity $15.30 $0.01 1.06% -3.75% 0.21% 6.34% 2.08% 7.58% 5/19/1992 1.16% 1.16%
Ivy VIP Limited-Term Bond $4.89 $0.00 1.98% 1.57% 1.07% 1.43% 1.40% 8/23/2010 0.80% 0.80%
Ivy VIP Micro Cap Growth $21.09 $0.42 15.65% 9.89% 2.03% 12.65% 6.33% 7.57% 10/1/1997 1.33% 1.33%
Ivy VIP Mid Cap Growth $9.74 $0.08 9.54% 3.67% 3.22% 9.67% 8.14% 9.60% 4/28/2005 1.15% 1.15%
Ivy VIP Pathfinder Aggressive $4.73 $0.02 5.94% 1.47% 3.66% 9.20% 5.67% 3/4/2008 1.11% 1.11%
Ivy VIP Pathfinder Conservative $4.92 $0.01 3.26% 1.05% 2.35% 5.50% 4.30% 3/13/2008 0.76% 0.76%
Ivy VIP Pathfinder Mod - Managed Volatility $5.28 $0.01 2.39% -0.50% 1.91% 3.47% 8/1/2013 1.06% 1.06%
Ivy VIP Pathfinder Mod Agg - Managed Volatility $5.09 $0.02 3.09% -0.32% 2.02% 3.79% 8/1/2013 1.21% 1.21%
Ivy VIP Pathfinder Mod Con - Managed Volatility $5.12 $0.01 1.69% -0.66% 1.36% 2.76% 8/1/2013 1.07% 1.07%
Ivy VIP Pathfinder Moderate $5.04 $0.01 4.26% 1.01% 2.92% 7.28% 4.83% 3/4/2008 0.89% 0.89%
Ivy VIP Pathfinder Moderately Aggressive $5.17 $0.02 5.28% 1.44% 3.28% 8.20% 5.49% 3/4/2008 0.98% 0.98%
Ivy VIP Pathfinder Moderately Conservative $5.02 $0.01 3.63% 0.88% 2.59% 6.39% 4.74% 3/12/2008 0.84% 0.84%
Ivy VIP Real Estate Securities $8.30 $0.05 3.07% 2.25% 11.16% 11.14% 3.58% 8.51% 5/27/2004 1.19% 1.19%
Ivy VIP Science and Technology $22.59 $0.29 2.70% -2.89% 1.88% 14.91% 9.47% 13.43% 4/4/1997 1.15% 1.15%
Ivy VIP Small Cap Growth 3 $10.01 $0.14 6.32% -2.04% 2.91% 9.94% 5.53% 9.80% 5/3/1994 1.15% 1.15%
Ivy VIP Small Cap Value $18.73 $0.21 31.56% 22.55% 10.03% 15.72% 7.49% 8.43% 10/1/1997 1.15% 1.15%
Ivy VIP Value $5.94 $0.02 11.33% 6.31% 6.08% 13.40% 6.00% 6.66% 5/1/2001 1.00% 1.00%

1 Through April 30, 2018, Ivy Investment Management Company (IICO), the Portfolio’s investment manager, Ivy Distributors, Inc. (IDI), the Portfolio’s distributor, and / or Waddell & Reed Services Company, doing business as WI Services Company (WISC), the Portfolio’s transfer agent, have contractually agreed to reimburse sufficient management fees, 12b-1 fees and / or shareholder servicing fees to cap the total annual ordinary portfolio operating expenses at 0.95%. Prior to that date, the expense limitation may not be terminated by WRIMCO, Waddell & Reed, WISC or the Board of Trustees.

2 Through April 30, 2018, Ivy Investment Management Company (IICO), the Portfolio’s investment manager, Ivy Distributors, Inc. (IDI), the Portfolio’s distributor, and / or Waddell & Reed Services Company, doing business as WI Services Company (WISC), the Portfolio’s transfer agent, have contractually agreed to reimburse sufficient management fees, 12b-1 fees and / or shareholder servicing fees to cap the total annual ordinary portfolio operating expenses at 1.13%. Prior to that date, the expense limitation may not be terminated by WRIMCO, Waddell & Reed, WISC or the Board of Trustees.

3 Fee Waiver and/or Expense Reimbursement: Through April 30, 2018, Ivy Investment Management Company (IICO), the Portfolio’s investment manager, Ivy Distributors, Inc. (IDI), the Portfolio’s distributor, and/or Waddell & Reed ServicesCompany, doing business as WI Services Company (WISC), the Portfolio’s transfer agent, have contractually agreed to reimburse sufficient management fees, 12b-1 fees and/or shareholderservicing fees to cap the total annual ordinary portfolio operating expenses (which would exclude interest, taxes, brokerage commissions, acquired fund fees and expenses and extraordinaryexpenses, if any) at 1.14%. Prior to that date, the expense limitation may not be terminated without the consent of the Board of Trustees.

Yields

Yields as of 11/30/2016
Symbol Fund Name 12-Month Trailing
Dist. Yield at Nav(%)
12-Month Trailing
Dist. Yield w/ Sales Charge(%)
30-Day SEC Yield
Subsidized
30-Day SEC Yield
Unsubsidized
Ivy VIP Asset Strategy 0.58% 0.58%
Ivy VIP Balanced 1.36% 1.36%
Ivy VIP Bond 2.43% 2.43%
Ivy VIP Core Equity
Ivy VIP Dividend Opportunities
Ivy VIP Energy
Ivy VIP Global Bond 3.61% 3.61%
Ivy VIP Global Growth
Ivy VIP Global Natural Resources
Ivy VIP Government Money Market
Ivy VIP Growth
Ivy VIP High Income 7.37% 7.37%
Ivy VIP International Core Equity
Ivy VIP Limited-Term Bond 1.51% 1.51%
Ivy VIP Micro Cap Growth
Ivy VIP Mid Cap Growth
Ivy VIP Pathfinder Aggressive
Ivy VIP Pathfinder Conservative
Ivy VIP Pathfinder Mod - Managed Volatility
Ivy VIP Pathfinder Mod Agg - Managed Volatility
Ivy VIP Pathfinder Mod Con - Managed Volatility
Ivy VIP Pathfinder Moderate
Ivy VIP Pathfinder Moderately Aggressive
Ivy VIP Pathfinder Moderately Conservative
Ivy VIP Real Estate Securities
Ivy VIP Science and Technology
Ivy VIP Small Cap Growth
Ivy VIP Small Cap Value
Ivy VIP Value

Rankings

Rankings (Fund/Category) as of 11/30/2016
Symbol Fund Name Lipper Category 1YR 3YR 5YR 10YR
Ivy VIP Asset Strategy Alternative Other Funds 95/95 62/64 19/30 2/14
Ivy VIP Balanced Mixed-Asset Target Alloc Growth Funds 205/217 134/203 82/173 18/97
Ivy VIP Bond Corporate Debt Funds A Rated 6/17 12/17 11/16 9/13
Ivy VIP Core Equity Large-Cap Core Funds 175/182 156/176 133/166 11/133
Ivy VIP Dividend Opportunities Equity Income Funds 65/69 54/59 49/52 36/43
Ivy VIP Energy Natural Resources Funds 13/31 7/31 4/22 1/16
Ivy VIP Global Bond VA Global Income Funds 18/80 22/66 19/56
Ivy VIP Global Growth VA Global Large-Cap Growth 20/20 20/20 20/20 18/18
Ivy VIP Global Natural Resources Natural Resources Funds 27/31 15/31 15/22 16/16
Ivy VIP Government Money Market VA Money Market Funds 8/63 9/63 9/62 17/58
Ivy VIP Growth Large-Cap Growth Funds 141/202 78/196 113/190 35/149
Ivy VIP High Income High Current Yield Funds 34/109 55/103 4/96 2/76
Ivy VIP International Core Equity International Large-Cap Core 2/21 1/21 1/21 1/14
Ivy VIP Limited-Term Bond VA Short-Intmdt Investment Grade Debt Funds 22/36 22/34 22/32
Ivy VIP Micro Cap Growth Small-Cap Growth Funds 10/91 69/85 35/82 48/71
Ivy VIP Mid Cap Growth Mid-Cap Growth Funds 32/77 64/76 72/76 15/58
Ivy VIP Pathfinder Aggressive Mixed-Asset Target Alloc Growth Funds 184/217 118/203 56/173
Ivy VIP Pathfinder Conservative VUF Mixed-Asset Target Alloc Conservative Funds 124/134 94/129 39/116
Ivy VIP Pathfinder Mod - Managed Volatility Mixed-Asset Target Allocation Moderate Funds 228/239 199/226
Ivy VIP Pathfinder Mod Agg - Managed Volatility Mixed-Asset Target Allocation Moderate Funds 227/239 194/226
Ivy VIP Pathfinder Mod Con - Managed Volatility Mixed-Asset Target Allocation Moderate Funds 230/239 214/226
Ivy VIP Pathfinder Moderate VUF Mixed-Asset Target Alloc Moderate Funds 211/239 159/226 80/175
Ivy VIP Pathfinder Moderately Aggressive VUF Mixed-Asset Target Alloc Moderate Funds 201/239 128/226 45/175
Ivy VIP Pathfinder Moderately Conservative VUF Mixed-Asset Target Alloc Moderate Funds 214/239 172/226 122/175
Ivy VIP Real Estate Securities Real Estate Funds 38/45 19/43 21/42 28/36
Ivy VIP Science and Technology Science & Technology Funds 36/38 37/38 16/37 15/35
Ivy VIP Small Cap Growth Small-Cap Growth Funds 85/91 59/85 74/82 61/71
Ivy VIP Small Cap Value Small-Cap Value Funds 3/54 2/52 10/51 12/37
Ivy VIP Value Large-Cap Value Funds 116/124 103/118 72/110 30/82

Ticker Symbols & Fund Codes

Fund Name Ticker Symbol CUSIP Fund Number
Ivy VIP Asset Strategy 46600H109 852
Ivy VIP Balanced 46600H208 860
Ivy VIP Bond 46600H307 854
Ivy VIP Core Equity 46600H406 857
Ivy VIP Dividend Opportunities 46600H505 865
Ivy VIP Energy 46600H604 870
Ivy VIP Global Bond 46600H695 872
Ivy VIP Global Growth 46600H877 858
Ivy VIP Global Natural Resources 46600H703 868
Ivy VIP Government Money Market 46600H836 853
Ivy VIP Growth 46600H802 856
Ivy VIP High Income 46600H885 855
Ivy VIP International Core Equity 46600H869 862
Ivy VIP Limited-Term Bond 46600H687 871
Ivy VIP Micro Cap Growth 46600H844 863
Ivy VIP Mid Cap Growth 46600H851 869
Ivy VIP Pathfinder Aggressive 46600H752 845
Ivy VIP Pathfinder Conservative 46600H711 846
Ivy VIP Pathfinder Mod - Managed Volatility 46600H679 842
Ivy VIP Pathfinder Mod Agg - Managed Volatility 46600H661 843
Ivy VIP Pathfinder Mod Con - Managed Volatility 46600H653 844
Ivy VIP Pathfinder Moderate 46600H737 847
Ivy VIP Pathfinder Moderately Aggressive 46600H745 848
Ivy VIP Pathfinder Moderately Conservative 46600H729 849
Ivy VIP Real Estate Securities 46600H810 866
Ivy VIP Science and Technology 46600H794 851
Ivy VIP Small Cap Growth 46600H786 859
Ivy VIP Small Cap Value 46600H778 864
Ivy VIP Value 46600H760 850

Documents & Prospectuses

Fund Name Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual
Report
Semi-Annual Report SAI Quarterly
Fund
Commentary
Ivy VIP Asset Strategy Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Balanced Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Bond Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Core Equity Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Dividend Opportunities Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Energy Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Global Bond Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Global Growth Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Global Natural Resources Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Government Money Market Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI
Ivy VIP Growth Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP High Income Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP International Core Equity Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Limited-Term Bond Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Micro Cap Growth Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Mid Cap Growth Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Pathfinder Aggressive Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI
Ivy VIP Pathfinder Conservative Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI
Ivy VIP Pathfinder Mod - Managed Volatility Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI
Ivy VIP Pathfinder Mod Agg - Managed Volatility Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI
Ivy VIP Pathfinder Mod Con - Managed Volatility Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI
Ivy VIP Pathfinder Moderate Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI
Ivy VIP Pathfinder Moderately Aggressive Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI
Ivy VIP Pathfinder Moderately Conservative Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI
Ivy VIP Real Estate Securities Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Science and Technology Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Small Cap Growth Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Small Cap Value Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary
Ivy VIP Value Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual Report Semi-Annual Report SAI Quarterly Fund Commentary

Class A share performance, including sales charges, reflects the maximum applicable front-end sales load of 5.75 percent, except Municipal Bond, and Municipal High Income, which have a 4.25 percent maximum sales load, and Limited-Term Bond, which has a 2.5 percent maximum sales load.

Pricing: All prices and year-to-date returns are based on closing quotes unless noted, as supplied to the NASDAQ by 6:00 p.m. Eastern time.

An investment in a money market fund is neither insured nor guaranteed by the FDIC or any other governmental agency. Although money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.

Before investing, investors should consider carefully the investment objectives, risks, charges and expenses of a portfolio and the variable insurance product. This and other important information is contained in the portfolio and variable insurance product prospectuses, which may be obtained here, from a financial advisor, or by contacting the applicable insurance company. Read them carefully before investing.

Ivy Funds Variable Insurance Portfolios, Inc., distributed by Waddell & Reed, Inc., are only available as investment options in variable life insurance policies and variable annuity contracts issued by participating insurance companies. They are not offered or made available directly to the general public.

There are charges and expenses associated with annuities and variable life insurance products, including mortality and expense risk charges, management fees, fund expenses, distribution fees, administrative fees, expenses for optional riders and deferred sales charges for early withdrawals. Withdrawals before age 59 ½ may be subject to an IRS penalty in addition to taxes. Enhanced death benefits and living benefits are offered for an additional cost.

Please remember that an investment in a mutual fund involves risk. Investment return and principal value of a mutual fund investment will fluctuate, and shares, when redeemed, may be worth more or less than their original cost.

YTD Prices can be updated 3 to 4 hours after the Daily Pricing information which can result in mismatching data.

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