Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGWCX (IVY MICRO CAP GROWTH FUND CLASS C) | NA | 16.38% | 9.62% | 4.99% | 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 |
|---|---|---|
| IGWCX (IVY MICRO CAP GROWTH FUND CLASS C) | 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 (%) | -1.54 | 16.38 | 9.62 | 4.99 | NA | NA | NA | … | … | 12.06 | 7.49 | 12.37 | -10.43 | -3.16 | 53.75 | 10.82 | -8.37 | 36.66 | 47.39 |
| Sharpe Ratio | NA | 0.79 | 0.49 | 0.26 | NA | NA | NA | … | … | 0.67 | 0.49 | 0.60 | -0.53 | -0.17 | 3.46 | 0.58 | -0.26 | 1.48 | 1.89 |
| Standard Deviation(%) | NA | 19.07 | 18.32 | 18.76 | NA | NA | NA | … | … | 19.57 | 14.17 | 20.33 | 19.60 | 19.22 | 15.53 | 18.64 | 32.49 | 24.68 | 29.79 |
| Draw Down(%) | NA | 18.72 | 25.92 | 38.64 | NA | NA | NA | … | … | 18.72 | 8.48 | 22.86 | 21.08 | 23.24 | 5.78 | 16.50 | 32.91 | 20.02 | 14.90 |
| Yield(%) | 0.00 | 0.00 | 1.87 | 3.10 | 6.08 | 4.06 | 3.04 | … | … | 0.00 | 0.00 | 1.60 | 3.84 | 4.89 | 7.82 | 0.00 | 6.34 | 4.08 | 3.13 |
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 |
|---|---|---|---|---|
| IGWCX (IVY MICRO CAP GROWTH FUND CLASS C) |
-3.21%
Feb 2014 – Feb 2017 |
2.24%
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 |
|---|---|---|---|---|
| IGWCX (IVY MICRO CAP GROWTH FUND CLASS C) |
30.44%
Mar 2009 – Mar 2012 |
26.81%
Mar 2009 – Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart