Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYMRX (IVY MICRO CAP GROWTH FUND CLASS R) | NA | 17.34% | 10.38% | 4.47% | NA | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYMRX (IVY MICRO CAP GROWTH FUND CLASS R) | 12/26/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.19 | 17.34 | 10.38 | 4.47 | NA | NA | NA | … | … | 12.90 | 8.09 | 13.06 | -9.90 | -2.62 | 46.15 | 2.22 |
| Sharpe Ratio | NA | 0.85 | 0.53 | 0.23 | NA | NA | NA | … | … | 0.73 | 0.53 | 0.63 | -0.51 | -0.14 | 2.79 | 24.24 |
| Standard Deviation(%) | NA | 18.96 | 18.26 | 18.90 | NA | NA | NA | … | … | 19.45 | 14.10 | 20.32 | 19.64 | 19.20 | 16.50 | 22.01 |
| Draw Down(%) | NA | 18.37 | 25.85 | 37.97 | NA | NA | NA | … | … | 18.37 | 8.43 | 22.86 | 20.88 | 22.96 | 7.28 | 0.28 |
| Yield(%) | 0.00 | 0.00 | 1.81 | 2.01 | 1.46 | 0.98 | 0.73 | … | … | 0.00 | 0.00 | 1.55 | 3.74 | 5.25 | 0.00 | 0.00 |
Data as of 11/02/2018, 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 |
|---|---|---|---|---|
| IYMRX (IVY MICRO CAP GROWTH FUND CLASS R) |
-2.64%
Feb 2014 – Feb 2017 |
4.30%
Oct 2013 – Oct 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYMRX (IVY MICRO CAP GROWTH FUND CLASS R) |
17.18%
Sep 2015 – Sep 2018 |
10.18%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart