Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLGAX (IVY LARGE CAP GROWTH FUND CLASS A) | -1.04% | 7.54% | 14.41% | 9.75% | 15.53% | 14.27% | 11.64% | … | … |
Data as of 06/05/2026, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLGAX (IVY LARGE CAP GROWTH FUND CLASS A) | 11/24/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.14 | 7.54 | 14.41 | 9.75 | 15.53 | 14.27 | 11.64 | … | … | -1.04 | 8.89 | 23.93 | 37.78 | -27.04 | 29.94 | 30.75 | 36.52 | 2.37 | 29.04 | 1.17 | 6.76 | 11.32 | 35.57 | 10.50 | 1.85 | 14.49 | 24.58 | -38.14 | 29.34 | 3.30 | 14.37 | 5.94 | 28.97 | -19.78 | -23.50 | 3.46 |
| Sharpe Ratio | NA | 0.34 | 0.68 | 0.37 | 0.69 | NA | NA | … | … | -0.28 | 0.31 | 1.41 | 2.27 | -0.98 | 1.93 | 0.88 | 2.43 | 0.05 | 2.99 | 0.06 | 0.39 | 0.74 | 2.69 | 0.73 | 0.07 | 0.71 | 1.10 | -1.11 | 1.53 | -0.01 | 1.08 | 0.36 | 1.74 | -0.95 | -1.06 | 1.21 |
| Standard Deviation(%) | NA | 14.55 | 16.40 | 19.56 | 20.19 | NA | NA | … | … | 17.47 | 19.30 | 14.40 | 15.15 | 29.27 | 15.49 | 34.65 | 14.43 | 21.33 | 9.53 | 14.77 | 17.16 | 15.22 | 13.23 | 14.43 | 26.84 | 20.24 | 22.20 | 35.07 | 17.21 | 13.51 | 11.20 | 13.73 | 16.25 | 21.92 | 24.89 | 32.10 |
| Draw Down(%) | NA | 18.12 | 19.31 | 31.96 | 31.96 | NA | NA | … | … | 16.19 | 18.92 | 8.03 | 10.28 | 31.42 | 7.25 | 30.92 | 6.69 | 20.96 | 3.46 | 13.76 | 12.41 | 9.47 | 8.17 | 11.74 | 19.06 | 16.60 | 18.60 | 46.74 | 8.84 | 11.29 | 7.69 | 15.50 | 8.37 | 27.20 | 38.89 | 9.01 |
| Yield(%) | 0.00 | 8.43 | 5.57 | 6.80 | 11.33 | 12.58 | 11.45 | … | … | 0.00 | 8.46 | 2.05 | 4.10 | 8.39 | 11.66 | 7.93 | 15.49 | 12.66 | 5.44 | 5.09 | 6.47 | 7.91 | 13.59 | 0.22 | 0.00 | 0.52 | 0.51 | 0.05 | 1.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.01 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| WLGAX (IVY LARGE CAP GROWTH FUND CLASS A) |
-11.25%
Feb 2006 – Feb 2009 |
-2.84%
Feb 2004 – Feb 2009 |
0.87%
Jan 2001 – Jan 2011 |
4.13%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLGAX (IVY LARGE CAP GROWTH FUND CLASS A) |
32.37%
Dec 2018 – Dec 2021 |
25.10%
Dec 2016 – Dec 2021 |
18.63%
Dec 2011 – Dec 2021 |
16.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart