Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLGBX (IVY LARGE CAP GROWTH FUND CLASS B) | NA | 23.99% | 26.74% | 22.29% | 16.67% | 11.80% | 9.91% | … | … |
Data as of 02/14/2022, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLGBX (IVY LARGE CAP GROWTH 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 | 23.99 | 26.74 | 22.29 | 16.67 | 11.80 | 9.91 | … | … | 0.00 | 28.53 | 29.64 | 35.32 | 1.15 | 27.95 | 0.16 | 5.86 | 10.37 | 34.20 | 9.42 | 0.87 | 13.07 | 22.95 | -38.94 | 27.73 | 2.10 | 13.28 | 4.75 | 27.01 | -21.09 | -24.55 | 3.33 |
| Sharpe Ratio | NA | 1.75 | 1.14 | 1.04 | 0.90 | NA | NA | … | … | 0.00 | 1.92 | 0.84 | 2.35 | -0.01 | 2.88 | 0.00 | 0.34 | 0.68 | 2.59 | 0.66 | 0.03 | 0.64 | 1.03 | -1.13 | 1.46 | -0.09 | 1.00 | 0.28 | 1.60 | -1.01 | -1.10 | 1.14 |
| Standard Deviation(%) | NA | 13.59 | 22.99 | 20.83 | 18.13 | NA | NA | … | … | NA | 14.84 | 34.71 | 14.41 | 21.30 | 9.53 | 14.69 | 17.18 | 15.26 | 13.20 | 14.35 | 26.79 | 20.23 | 22.26 | 35.05 | 17.04 | 13.46 | 11.11 | 13.75 | 16.40 | 21.99 | 24.85 | 32.31 |
| Draw Down(%) | NA | 7.29 | 30.93 | 30.93 | 30.93 | NA | NA | … | … | 0.00 | 7.29 | 30.93 | 6.70 | 21.37 | 3.48 | 13.87 | 12.44 | 9.49 | 8.22 | 11.89 | 19.23 | 16.76 | 18.87 | 47.27 | 8.88 | 11.74 | 7.83 | 15.93 | 8.63 | 27.90 | 39.44 | 9.09 |
| Yield(%) | 0.00 | 0.00 | 10.12 | 11.56 | 11.30 | 8.58 | 8.00 | … | … | 0.00 | 0.00 | 11.35 | 20.47 | 16.24 | 6.89 | 6.31 | 7.83 | 9.37 | 15.25 | 0.00 | 0.00 | 0.38 | 0.00 | 0.00 | 1.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.51 |
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 |
|---|---|---|---|---|
| WLGBX (IVY LARGE CAP GROWTH FUND CLASS B) |
-12.36%
Feb 2006 – Feb 2009 |
-3.96%
Feb 2004 – Feb 2009 |
-0.42%
Jan 2001 – Jan 2011 |
2.91%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLGBX (IVY LARGE CAP GROWTH FUND CLASS B) |
31.13%
Dec 2018 – Dec 2021 |
23.89%
Dec 2016 – Dec 2021 |
17.50%
Dec 2011 – Dec 2021 |
12.13%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart