Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYCEX (IVY CORE EQUITY FUND CLASS R) | 6.99% | 18.01% | 20.07% | 12.12% | 13.81% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYCEX (IVY CORE EQUITY FUND CLASS R) | 12/26/2012 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.29 | 18.01 | 20.07 | 12.12 | 13.81 | NA | NA | … | … | 6.99 | 14.79 | 25.55 | 23.22 | -17.97 | 28.29 | 21.30 | 30.49 | -4.88 | 19.98 | 3.08 | -1.11 | 8.79 | 24.37 | 0.90 |
| Sharpe Ratio | NA | 1.11 | 1.12 | 0.47 | 0.62 | NA | NA | … | … | 0.78 | 0.68 | 1.68 | 1.44 | -0.59 | 1.96 | 0.64 | 2.18 | -0.35 | 2.22 | 0.19 | -0.07 | 0.63 | 1.72 | 4.64 |
| Standard Deviation(%) | NA | 13.81 | 14.98 | 19.82 | 19.52 | NA | NA | … | … | 16.52 | 17.55 | 13.05 | 13.75 | 32.86 | 14.38 | 32.79 | 13.30 | 17.88 | 8.74 | 14.82 | 16.33 | 14.00 | 14.12 | 24.34 |
| Draw Down(%) | NA | 10.99 | 17.70 | 24.13 | 31.41 | NA | NA | … | … | 10.99 | 17.70 | 7.17 | 10.22 | 23.93 | 5.42 | 31.41 | 8.43 | 19.99 | 4.36 | 12.76 | 13.83 | 10.22 | 7.40 | 1.08 |
| Yield(%) | 0.00 | 14.29 | 14.35 | 11.57 | 12.16 | 10.89 | 8.17 | … | … | 0.00 | 14.87 | 14.25 | 13.53 | 10.84 | 14.75 | 2.65 | 12.13 | 13.25 | 6.91 | 3.59 | 6.72 | 7.74 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYCEX (IVY CORE EQUITY FUND CLASS R) |
2.31%
Nov 2013 – Nov 2016 |
4.23%
Mar 2015 – Mar 2020 |
8.49%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYCEX (IVY CORE EQUITY FUND CLASS R) |
26.63%
Dec 2018 – Dec 2021 |
18.34%
Mar 2020 – Mar 2025 |
14.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart