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IVIYX: IVY GLOBAL GROWTH FUND CLASS Y (MUTUAL FUND)
Basic Info 40.59 1.15(2.76%) June 05
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 07/31/2003 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 8.88% |
| Expenses | 0.97% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.8 | 5.4 | 14.1 | 17.3 | -4.1 | 4.0 | 4.1 | 4.1 | 6.1 | 17.7 | 17.1 | 19.0 | -53.1 | 10.0 | 14.4 | 25.6 | -6.2 | 24.4 | -3.3 | 3.2 | 0.7 | 18.9 | 17.8 | -7.6 | 15.5 | 28.0 | -43.8 | 21.9 | 22.9 | 17.1 | 13.2 | 16.5 |
| Sharpe Ratio | NA | 1.13 | 1.21 | 1.04 | -0.19 | 0.1 | NA | NA | 0.21 | 0.86 | 1.02 | 1.26 | -0.85 | 0.61 | 0.42 | 1.92 | -0.43 | 2.9 | -0.23 | 0.21 | 0.06 | 1.66 | 1.18 | -0.3 | 0.78 | 1.11 | -1.17 | 0.98 | 1.27 | 1.41 | 0.88 | 3.61 |
| Draw Down(%) | NA | 10.7 | 10.7 | 16.8 | 57.1 | 57.1 | NA | NA | 57.4 | 16.8 | 8.9 | 9.1 | 54.2 | 11.6 | 33.7 | 7.2 | 20.9 | 3.2 | 14.7 | 13.4 | 13.0 | 9.8 | 14.3 | 24.2 | 16.5 | 21.7 | 53.9 | 13.1 | 17.6 | 7.6 | 11.7 | 3.7 |
| Standard Deviation(%) | NA | 17.0 | 13.4 | 14.9 | 31.9 | 26.3 | NA | NA | 22.8 | 17.3 | 13.2 | 12.3 | 64.5 | 16.5 | 33.5 | 12.6 | 17.6 | 8.2 | 15.2 | 15.2 | 11.5 | 11.3 | 15.1 | 25.2 | 19.6 | 25.1 | 38.2 | 19.2 | 15.4 | 10.6 | 13.9 | 11.9 |
| Treynor Ratio | NA | 0.27 | 0.24 | 0.21 | -0.08 | 0.03 | NA | NA | 0.06 | 0.19 | 0.19 | 0.24 | -0.77 | 0.17 | 0.14 | 0.3 | -0.09 | 0.3 | -0.04 | 0.04 | 0.01 | 0.25 | 0.22 | -0.09 | 0.18 | 0.33 | -0.53 | 0.2 | 0.21 | 0.18 | 0.12 | 0.42 |
| Alpha | NA | 0.04 | 0.03 | 0.03 | -0.01 | -0.01 | NA | NA | 0.0 | 0.01 | 0.03 | 0.03 | -0.14 | 0.04 | -0.12 | 0.0 | 0.02 | -0.03 | -0.02 | 0.01 | 0.02 | 0.01 | 0.0 | 0.02 | 0.01 | -0.02 | -0.04 | 0.02 | 0.0 | 0.02 | -0.02 | -0.03 |
| Beta | NA | 0.72 | 0.68 | 0.73 | 0.71 | 0.78 | NA | NA | 0.83 | 0.79 | 0.72 | 0.63 | 0.71 | 0.6 | 0.98 | 0.8 | 0.89 | 0.8 | 0.81 | 0.87 | 0.82 | 0.77 | 0.83 | 0.87 | 0.86 | 0.83 | 0.84 | 0.93 | 0.94 | 0.84 | 1.0 | 1.02 |
| RSquared | NA | 0.87 | 0.83 | 0.82 | 0.35 | 0.5 | NA | NA | 0.7 | 0.86 | 0.78 | 0.81 | 0.21 | 0.52 | 0.82 | 0.85 | 0.89 | 0.77 | 0.87 | 0.84 | 0.8 | 0.81 | 0.89 | 0.96 | 0.91 | 0.93 | 0.96 | 0.88 | 0.84 | 0.68 | 0.87 | 0.85 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.5 | 4.4 | 6.9 | 0.0 | 0.4 | 0.0 | 1.2 | 10.3 | 8.6 | 0.0 | 2.3 | 1.4 | 1.4 | 1.1 | 0.0 | 2.3 | 1.4 | 0.7 | 0.2 | 0.2 | 0.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 148.6 | -29.7 | N/A | -100.0 | N/A | -100.0 | -90.6 | 39.6 | N/A | -100.0 | 67.7 | 12.1 | 47.2 | N/A | -100.0 | 113.1 | 16.0 | 417.3 | -5.5 | -68.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2003
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