Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGWAX (IVY MICRO CAP GROWTH FUND CLASS A) | NA | 17.69% | 10.61% | 5.85% | NA | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 02/19/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGWAX (IVY MICRO CAP GROWTH FUND CLASS A) | 02/19/2009 | 11/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.17 | 17.69 | 10.61 | 5.85 | NA | NA | NA | … | … | 13.17 | 8.31 | 13.26 | -9.76 | -2.46 | 54.84 | 11.78 | -7.62 | 37.93 | 48.54 |
| Sharpe Ratio | NA | 0.87 | 0.55 | 0.31 | NA | NA | NA | … | … | 0.75 | 0.54 | 0.64 | -0.50 | -0.13 | 3.53 | 0.63 | -0.24 | 1.53 | 1.93 |
| Standard Deviation(%) | NA | 18.95 | 18.27 | 18.73 | NA | NA | NA | … | … | 19.44 | 14.17 | 20.33 | 19.61 | 19.21 | 15.52 | 18.64 | 32.54 | 24.67 | 29.89 |
| Draw Down(%) | NA | 18.30 | 25.78 | 37.74 | NA | NA | NA | … | … | 18.30 | 8.43 | 22.80 | 20.83 | 22.90 | 5.72 | 16.15 | 32.72 | 19.90 | 14.80 |
| Yield(%) | 0.00 | 0.00 | 1.81 | 3.16 | 6.53 | 4.36 | 3.27 | … | … | 0.00 | 0.00 | 1.55 | 3.73 | 5.39 | 7.71 | 0.00 | 6.98 | 4.48 | 3.93 |
Data as of 11/02/2018, Common starting date is 02/19/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGWAX (IVY MICRO CAP GROWTH FUND CLASS A) |
-2.48%
Feb 2014 – Feb 2017 |
3.02%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGWAX (IVY MICRO CAP GROWTH FUND CLASS A) |
31.60%
Mar 2009 – Mar 2012 |
27.87%
Mar 2009 – Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart