Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCEBX (IVY CORE EQUITY FUND CLASS B) | NA | 19.64% | 22.19% | 16.17% | 13.17% | 9.35% | 8.19% | … | … |
Data as of 02/14/2022, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCEBX (IVY CORE EQUITY FUND CLASS B) | 11/24/2000 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.64 | 22.19 | 16.17 | 13.17 | 9.35 | 8.19 | … | … | 0.00 | 26.32 | 20.51 | 29.59 | -5.55 | 19.18 | 2.44 | -1.64 | 8.10 | 30.94 | 17.09 | -0.17 | 19.45 | 21.99 | -35.50 | 12.65 | 13.40 | 6.98 | 8.83 | 16.08 | -23.40 | -18.89 | -17.34 |
| Sharpe Ratio | NA | 1.62 | 1.00 | 0.81 | 0.76 | NA | NA | … | … | 0.00 | 1.92 | 0.61 | 2.10 | -0.39 | 2.12 | 0.15 | -0.10 | 0.58 | 2.44 | 1.24 | -0.01 | 0.96 | 0.85 | -1.02 | 0.58 | 0.94 | 0.46 | 0.77 | 1.13 | -1.08 | -1.01 | -1.26 |
| Standard Deviation(%) | NA | 12.13 | 21.74 | 19.16 | 16.92 | NA | NA | … | … | NA | 13.67 | 32.88 | 13.41 | 17.84 | 8.79 | 14.87 | 16.26 | 14.01 | 12.65 | 13.85 | 24.58 | 20.26 | 25.66 | 35.49 | 16.65 | 10.82 | 10.43 | 10.26 | 13.68 | 22.71 | 21.23 | 72.03 |
| Draw Down(%) | NA | 5.43 | 31.49 | 31.49 | 31.49 | NA | NA | … | … | 0.00 | 5.43 | 31.49 | 8.51 | 20.20 | 4.37 | 12.88 | 14.05 | 10.29 | 6.74 | 9.97 | 21.26 | 16.54 | 23.36 | 44.21 | 9.46 | 9.30 | 7.05 | 6.58 | 13.81 | 32.97 | 31.00 | 23.34 |
| Yield(%) | 0.00 | 0.00 | 5.58 | 7.79 | 8.31 | 6.27 | 5.96 | … | … | 0.00 | 0.00 | 3.26 | 14.29 | 14.91 | 8.10 | 4.01 | 7.37 | 8.38 | 7.36 | 0.95 | 3.15 | 2.74 | 0.00 | 0.14 | 9.22 | 11.64 | 0.00 | 0.47 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/14/2022, Common starting date is 11/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCEBX (IVY CORE EQUITY FUND CLASS B) |
-12.83%
Feb 2006 – Feb 2009 |
-4.20%
Feb 2004 – Feb 2009 |
0.08%
Dec 2000 – Dec 2010 |
2.91%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCEBX (IVY CORE EQUITY FUND CLASS B) |
25.42%
Dec 2018 – Dec 2021 |
22.16%
Feb 2009 – Feb 2014 |
14.22%
Sep 2011 – Sep 2021 |
9.83%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart