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WMGRX: IVY MID CAP GROWTH FUND CLASS R (MUTUAL FUND)
Basic Info 21.28 0.58(2.65%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 01/17/2006 |
| Last Dividend Date: | 12/02/2025 |
| 12-Mo. Yield | 11.09% |
| Expenses | 0.79% |
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Performance Analytics (As of 05/29/2026)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 0.9 | 2.5 | 3.6 | -1.1 | 10.1 | 9.2 | 9.0 | 8.8 | -8.1 | 2.0 | 19.7 | -30.9 | 15.7 | 48.1 | 37.5 | -0.5 | 26.6 | 5.8 | -6.4 | 7.5 | 29.3 | 12.8 | -0.8 | 29.6 | 48.2 | -38.2 | 12.8 | 4.7 |
| Sharpe Ratio | NA | 0.21 | 0.18 | 0.07 | -0.15 | 0.39 | NA | NA | 0.35 | -0.43 | -0.09 | 0.82 | -0.94 | 0.85 | 1.36 | 2.28 | -0.1 | 2.8 | 0.33 | -0.41 | 0.58 | 2.35 | 0.81 | -0.03 | 1.45 | 1.61 | -1.06 | 0.64 | 0.12 |
| Draw Down(%) | NA | 14.4 | 16.4 | 26.7 | 39.6 | 39.6 | NA | NA | 53.8 | 24.4 | 12.8 | 21.6 | 36.7 | 11.4 | 33.5 | 7.8 | 23.7 | 3.2 | 16.0 | 16.4 | 9.4 | 6.0 | 13.9 | 25.3 | 13.8 | 24.2 | 48.8 | 10.0 | 12.4 |
| Standard Deviation(%) | NA | 20.0 | 17.4 | 19.9 | 23.3 | 22.3 | NA | NA | 22.0 | 26.0 | 17.5 | 19.6 | 34.6 | 18.5 | 35.1 | 15.8 | 19.1 | 9.3 | 16.5 | 15.5 | 13.0 | 12.5 | 15.9 | 28.6 | 20.4 | 29.9 | 36.9 | 15.2 | 12.6 |
| Treynor Ratio | NA | 0.04 | 0.03 | 0.01 | -0.03 | 0.08 | NA | NA | 0.08 | -0.11 | -0.02 | 0.14 | -0.3 | 0.16 | 0.49 | 0.33 | -0.02 | 0.25 | 0.06 | -0.07 | 0.08 | 0.33 | 0.13 | -0.01 | 0.32 | 0.49 | -0.52 | 0.12 | 0.02 |
| Alpha | NA | -0.04 | -0.02 | -0.05 | -0.03 | -0.01 | NA | NA | 0.0 | -0.08 | -0.06 | -0.02 | 0.0 | -0.01 | 0.04 | 0.0 | 0.02 | 0.01 | 0.0 | -0.02 | -0.02 | 0.0 | -0.01 | 0.01 | 0.01 | 0.02 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 0.99 | 1.02 | 1.07 | 1.06 | 1.03 | NA | NA | 0.94 | 1.06 | 1.09 | 1.12 | 1.06 | 0.98 | 0.97 | 1.1 | 1.02 | 1.05 | 1.0 | 0.96 | 0.92 | 0.9 | 0.96 | 1.0 | 0.91 | 0.98 | 0.75 | 0.84 | 0.82 |
| RSquared | NA | 0.87 | 0.86 | 0.9 | 0.94 | 0.94 | NA | NA | 0.92 | 0.76 | 0.89 | 0.93 | 0.98 | 0.94 | 0.97 | 0.93 | 0.95 | 0.86 | 0.93 | 0.95 | 0.93 | 0.92 | 0.95 | 0.97 | 0.96 | 0.96 | 0.91 | 0.9 | 0.19 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.8 | 7.9 | 7.9 | 7.8 | 13.8 | 13.6 | 6.8 | 9.5 | 9.4 | 4.2 | 9.1 | 10.5 | 4.1 | 0.6 | 2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 31.9 | 9.8 | -37.6 | -41.6 | 32.2 | 165.4 | -36.1 | 18.1 | 133.6 | -61.3 | -15.2 | 208.5 | 617.8 | -77.1 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2006
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