Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGWYX (IVY MICRO CAP GROWTH FUND CLASS Y) | NA | 18.08% | 10.85% | 6.07% | 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 |
|---|---|---|
| IGWYX (IVY MICRO CAP GROWTH FUND CLASS Y) | 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 (%) | -0.93 | 18.08 | 10.85 | 6.07 | NA | NA | NA | … | … | 13.53 | 8.45 | 13.51 | -9.62 | -2.32 | 58.35 | 11.96 | -7.46 | 37.52 | 48.60 |
| Sharpe Ratio | NA | 0.89 | 0.56 | 0.32 | NA | NA | NA | … | … | 0.77 | 0.56 | 0.65 | -0.49 | -0.12 | 3.75 | 0.64 | -0.23 | 1.44 | 1.94 |
| Standard Deviation(%) | NA | 18.88 | 18.24 | 18.72 | NA | NA | NA | … | … | 19.36 | 14.14 | 20.35 | 19.63 | 19.21 | 15.53 | 18.63 | 32.51 | 25.97 | 29.74 |
| Draw Down(%) | NA | 18.11 | 25.76 | 37.54 | NA | NA | NA | … | … | 18.11 | 8.41 | 22.76 | 20.76 | 22.83 | 5.70 | 16.03 | 32.64 | 19.87 | 14.80 |
| Yield(%) | 0.00 | 0.00 | 1.75 | 3.11 | 6.53 | 4.36 | 3.27 | … | … | 0.00 | 0.00 | 1.50 | 3.63 | 5.30 | 7.81 | 0.00 | 7.14 | 4.01 | 3.99 |
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 |
|---|---|---|---|---|
| IGWYX (IVY MICRO CAP GROWTH FUND CLASS Y) |
-2.31%
Feb 2014 – Feb 2017 |
3.63%
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 |
|---|---|---|---|---|
| IGWYX (IVY MICRO CAP GROWTH FUND CLASS Y) |
31.59%
Mar 2009 – Mar 2012 |
28.48%
Mar 2009 – Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart