Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYIGX (IVY GLOBAL GROWTH FUND CLASS R) | 6.15% | 14.26% | 17.31% | 8.21% | 10.94% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYIGX (IVY GLOBAL GROWTH 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 (%) | -1.99 | 14.26 | 17.31 | 8.21 | 10.94 | NA | NA | … | … | 6.15 | 8.47 | 16.77 | 18.76 | -19.11 | 16.88 | 20.15 | 25.22 | -6.52 | 24.06 | -3.62 | 2.82 | 0.39 | 17.38 | 0.78 |
| Sharpe Ratio | NA | 0.81 | 0.93 | 0.13 | 0.29 | NA | NA | … | … | 0.59 | 0.29 | 1.00 | 1.24 | -0.24 | 1.16 | 0.60 | 1.89 | -0.45 | 2.84 | -0.25 | 0.18 | 0.03 | 1.52 | 6.25 |
| Standard Deviation(%) | NA | 13.76 | 14.96 | 41.08 | 32.04 | NA | NA | … | … | 17.25 | 20.00 | 13.20 | 12.33 | 87.24 | 14.57 | 33.14 | 12.55 | 17.56 | 8.27 | 15.20 | 15.19 | 11.46 | 11.44 | 14.84 |
| Draw Down(%) | NA | 10.79 | 16.84 | 46.53 | 46.53 | NA | NA | … | … | 10.79 | 16.84 | 8.92 | 9.15 | 46.53 | 5.79 | 33.73 | 7.28 | 20.96 | 3.16 | 14.77 | 13.53 | 13.11 | 9.81 | 0.61 |
| Yield(%) | 0.00 | 9.13 | 7.52 | 10.81 | 10.89 | 8.61 | 6.46 | … | … | 0.00 | 9.99 | 4.26 | 6.89 | 36.33 | 7.19 | 5.91 | 0.95 | 10.26 | 8.42 | 0.00 | 2.22 | 1.27 | 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 |
|---|---|---|---|---|
| IYIGX (IVY GLOBAL GROWTH FUND CLASS R) |
-0.26%
Nov 2013 – Nov 2016 |
1.60%
Mar 2015 – Mar 2020 |
6.04%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYIGX (IVY GLOBAL GROWTH FUND CLASS R) |
21.71%
Sep 2022 – Sep 2025 |
15.32%
Dec 2016 – Dec 2021 |
11.42%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart