Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYGIX (IVY LARGE CAP GROWTH FUND CLASS I) | -0.96% | 7.76% | 14.68% | 10.03% | 15.11% | 14.10% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYGIX (IVY LARGE CAP GROWTH FUND CLASS I) | 04/10/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.15 | 7.76 | 14.68 | 10.03 | 15.11 | 14.10 | NA | … | … | -0.96 | 9.13 | 24.22 | 38.14 | -26.80 | 30.31 | 23.10 | 36.94 | 2.70 | 29.37 | 1.38 | 7.05 | 11.64 | 35.85 | 10.81 | 2.18 | 14.43 | 24.83 | -38.00 | 25.18 |
| Sharpe Ratio | NA | 0.35 | 0.70 | 0.38 | 0.66 | NA | NA | … | … | -0.27 | 0.32 | 1.45 | 2.30 | -0.97 | 1.95 | 0.65 | 2.45 | 0.06 | 3.02 | 0.08 | 0.41 | 0.76 | 2.71 | 0.75 | 0.08 | 0.71 | 1.11 | -1.11 | 1.83 |
| Standard Deviation(%) | NA | 14.54 | 16.35 | 19.53 | 20.29 | NA | NA | … | … | 17.46 | 19.30 | 14.23 | 15.14 | 29.26 | 15.50 | 35.24 | 14.50 | 21.34 | 9.57 | 14.80 | 17.13 | 15.25 | 13.20 | 14.43 | 26.79 | 20.22 | 22.25 | 35.07 | 18.03 |
| Draw Down(%) | NA | 18.04 | 19.26 | 31.77 | 31.77 | NA | NA | … | … | 16.13 | 18.89 | 8.01 | 10.24 | 31.24 | 7.23 | 30.88 | 6.68 | 20.90 | 3.45 | 13.73 | 12.34 | 9.44 | 8.12 | 11.75 | 19.02 | 16.54 | 18.61 | 46.61 | 8.84 |
| Yield(%) | 0.00 | 7.63 | 5.08 | 6.39 | 9.98 | 11.51 | 9.68 | … | … | 0.00 | 7.67 | 1.83 | 3.76 | 7.77 | 11.19 | 0.05 | 15.09 | 12.14 | 5.41 | 4.89 | 6.24 | 7.68 | 13.45 | 0.42 | 0.00 | 0.34 | 0.73 | 0.17 | 0.99 |
Data as of 06/05/2026, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYGIX (IVY LARGE CAP GROWTH FUND CLASS I) |
-6.72%
Aug 2007 – Aug 2010 |
-1.07%
Oct 2007 – Oct 2012 |
7.35%
Oct 2007 – Oct 2017 |
8.64%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYGIX (IVY LARGE CAP GROWTH FUND CLASS I) |
29.99%
Dec 2018 – Dec 2021 |
23.89%
Dec 2016 – Dec 2021 |
18.20%
Aug 2010 – Aug 2020 |
16.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart