Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCEYX (IVY CORE EQUITY FUND CLASS Y) | 6.45% | 18.30% | 20.38% | 7.45% | 11.52% | 11.40% | 9.66% | … | … |
Data as of 06/05/2026, Common starting date is 12/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCEYX (IVY CORE EQUITY FUND CLASS Y) | 12/16/1998 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.81 | 18.30 | 20.38 | 7.45 | 11.52 | 11.40 | 9.66 | … | … | 6.45 | 15.15 | 25.83 | 23.52 | -26.58 | 15.92 | 19.40 | 31.41 | -4.32 | 20.67 | 3.79 | -0.44 | 9.51 | 32.71 | 18.26 | 0.99 | 20.33 | 23.57 | -34.72 | 13.87 | 14.60 | 8.26 | 9.65 | 17.08 | -22.52 | -15.16 | 9.14 | 9.12 | -7.78 |
| Sharpe Ratio | NA | 1.13 | 1.14 | 0.25 | 0.52 | NA | NA | … | … | 0.80 | 0.70 | 1.70 | 1.46 | -0.97 | 0.86 | 0.58 | 2.24 | -0.32 | 2.31 | 0.24 | -0.03 | 0.68 | 2.56 | 1.33 | 0.04 | 1.00 | 0.92 | -1.00 | 0.65 | 1.05 | 0.57 | 0.84 | 1.19 | -1.04 | -0.87 | 0.25 | 0.40 | -1.46 |
| Standard Deviation(%) | NA | 13.79 | 14.96 | 19.29 | 19.27 | NA | NA | … | … | 16.49 | 17.53 | 13.05 | 13.71 | 28.96 | 18.52 | 32.88 | 13.34 | 17.84 | 8.70 | 14.88 | 16.33 | 14.05 | 12.77 | 13.76 | 24.53 | 20.31 | 25.64 | 35.42 | 16.64 | 10.74 | 10.45 | 10.31 | 13.71 | 22.74 | 20.61 | 19.75 | 14.36 | 61.73 |
| Draw Down(%) | NA | 10.96 | 17.63 | 34.75 | 34.75 | NA | NA | … | … | 10.96 | 17.63 | 7.18 | 10.18 | 27.91 | 13.64 | 31.40 | 8.38 | 19.88 | 4.23 | 12.76 | 13.57 | 10.23 | 6.59 | 9.79 | 21.03 | 16.80 | 23.13 | 43.65 | 9.41 | 9.18 | 6.90 | 6.47 | 13.67 | 32.39 | 30.57 | 10.14 | 8.21 | 11.10 |
| Yield(%) | 0.00 | 11.91 | 12.58 | 6.32 | 8.28 | 9.46 | 8.31 | … | … | 0.00 | 12.32 | 12.34 | 11.90 | 0.36 | 0.60 | 0.39 | 11.56 | 12.73 | 6.86 | 3.91 | 6.85 | 7.74 | 7.06 | 1.32 | 3.68 | 1.92 | 0.41 | 0.17 | 9.33 | 10.63 | 0.00 | 0.00 | 0.00 | 0.00 | 2.82 | 18.99 | 1.09 | 0.66 |
Data as of 06/05/2026, Common starting date is 12/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCEYX (IVY CORE EQUITY FUND CLASS Y) |
-15.30%
Mar 2000 – Mar 2003 |
-3.78%
Apr 2000 – Apr 2005 |
-2.29%
Feb 1999 – Feb 2009 |
3.99%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCEYX (IVY CORE EQUITY FUND CLASS Y) |
25.19%
Feb 2009 – Feb 2012 |
23.55%
Feb 2009 – Feb 2014 |
15.41%
Sep 2011 – Sep 2021 |
13.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart