Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVINX (IVY GLOBAL GROWTH FUND CLASS A) | 5.38% | 14.06% | 17.47% | -4.24% | 3.94% | 4.08% | 4.02% | … | … |
Data as of 06/05/2026, Common starting date is 12/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVINX (IVY GLOBAL GROWTH FUND CLASS A) | 12/30/1987 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.76 | 14.06 | 17.47 | -4.24 | 3.94 | 4.08 | 4.02 | … | … | 5.38 | 17.76 | 17.08 | 19.05 | -53.26 | 9.96 | 14.41 | 25.63 | -6.20 | 24.32 | -3.39 | 3.03 | 0.64 | 18.76 | 17.69 | -7.76 | 15.31 | 27.64 | -43.86 | 21.91 | 22.91 | 17.08 | 13.23 | 26.24 | -20.96 | -21.03 | -17.03 | 21.11 | 7.37 | 10.38 | 19.73 | 12.63 | 3.91 | 48.25 | 0.06 | 16.93 | -12.88 | 28.19 | 29.72 | -10.44 |
| Sharpe Ratio | NA | 1.21 | 1.04 | -0.19 | 0.10 | NA | NA | … | … | 1.13 | 0.87 | 1.01 | 1.26 | -0.84 | 0.60 | 0.42 | 1.93 | -0.43 | 2.88 | -0.24 | 0.20 | 0.05 | 1.65 | 1.18 | -0.31 | 0.78 | 1.10 | -1.17 | 0.98 | 1.27 | 1.40 | 0.88 | 1.83 | -1.00 | -1.26 | -1.45 | 1.47 | 0.20 | 0.49 | 2.26 | 1.03 | 0.08 | 4.72 | -0.23 | 0.83 | -1.18 | 1.96 | 2.46 | NA |
| Standard Deviation(%) | NA | 13.45 | 14.96 | 32.06 | 26.45 | NA | NA | … | … | 17.01 | 17.25 | 13.35 | 12.35 | 64.91 | 16.53 | 33.52 | 12.53 | 17.55 | 8.25 | 15.20 | 15.19 | 11.45 | 11.34 | 15.13 | 25.17 | 19.59 | 25.09 | 38.21 | 19.20 | 15.36 | 10.59 | 13.92 | 13.97 | 22.22 | 18.89 | 14.62 | 12.05 | 19.95 | 13.71 | 7.04 | 8.37 | 11.02 | 9.72 | 10.69 | 15.57 | 15.50 | 11.35 | 10.05 | 0.00 |
| Draw Down(%) | NA | 10.74 | 16.82 | 57.35 | 57.35 | NA | NA | … | … | 10.74 | 16.82 | 8.89 | 9.08 | 54.37 | 11.68 | 33.72 | 7.21 | 20.88 | 3.18 | 14.73 | 13.45 | 13.05 | 9.77 | 14.32 | 24.25 | 16.50 | 21.81 | 53.88 | 13.16 | 17.59 | 7.64 | 11.65 | 14.42 | 32.09 | 35.80 | 21.87 | 8.19 | 26.59 | 13.51 | 6.32 | 5.47 | 11.65 | 4.81 | 18.45 | 9.77 | 22.53 | 7.70 | 9.27 | 10.44 |
| Yield(%) | 0.00 | 8.85 | 7.48 | 2.29 | 3.88 | 3.46 | 3.22 | … | … | 0.00 | 9.65 | 4.41 | 6.88 | 0.00 | 0.36 | 0.00 | 1.17 | 10.36 | 8.58 | 0.00 | 2.32 | 1.33 | 1.31 | 0.94 | 0.00 | 2.14 | 1.04 | 0.66 | 0.21 | 0.17 | 0.73 | 0.00 | 0.00 | 0.01 | 0.00 | 27.14 | 6.44 | 1.77 | 1.61 | 2.68 | 1.46 | 4.23 | 1.49 | 2.60 | 2.85 | 3.44 | 5.98 | 0.89 | 0.35 |
Data as of 06/05/2026, Common starting date is 12/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVINX (IVY GLOBAL GROWTH FUND CLASS A) |
-20.46%
Mar 2000 – Mar 2003 |
-10.91%
Mar 1998 – Mar 2003 |
-2.76%
Mar 1999 – Mar 2009 |
-0.56%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVINX (IVY GLOBAL GROWTH FUND CLASS A) |
26.99%
Oct 2004 – Oct 2007 |
21.63%
Sep 2002 – Sep 2007 |
14.48%
Jan 1988 – Jan 1998 |
9.98%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart