Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLGYX (IVY LARGE CAP GROWTH FUND CLASS Y) | -1.07% | 7.48% | 14.40% | 9.74% | 15.54% | 14.31% | 11.68% | … | … |
Data as of 06/05/2026, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLGYX (IVY LARGE CAP GROWTH FUND CLASS Y) | 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 (%) | -3.17 | 7.48 | 14.40 | 9.74 | 15.54 | 14.31 | 11.68 | … | … | -1.07 | 8.85 | 23.96 | 37.80 | -27.06 | 29.98 | 30.67 | 36.55 | 2.44 | 29.15 | 1.20 | 6.90 | 11.41 | 35.66 | 10.56 | 2.05 | 14.12 | 24.67 | -38.07 | 29.41 | 3.44 | 14.78 | 6.12 | 29.31 | -19.64 | -23.42 | 3.45 |
| Sharpe Ratio | NA | 0.33 | 0.68 | 0.37 | 0.69 | NA | NA | … | … | -0.29 | 0.31 | 1.42 | 2.28 | -0.98 | 1.93 | 0.88 | 2.43 | 0.05 | 2.99 | 0.07 | 0.40 | 0.75 | 2.70 | 0.73 | 0.08 | 0.70 | 1.10 | -1.11 | 1.55 | 0.00 | 1.12 | 0.37 | 1.74 | -0.95 | -1.06 | 1.20 |
| Standard Deviation(%) | NA | 14.55 | 16.35 | 19.53 | 20.17 | NA | NA | … | … | 17.50 | 19.28 | 14.27 | 15.11 | 29.27 | 15.50 | 34.60 | 14.42 | 21.34 | 9.56 | 14.73 | 17.16 | 15.28 | 13.21 | 14.42 | 26.80 | 20.18 | 22.26 | 35.11 | 17.00 | 13.46 | 11.15 | 13.74 | 16.41 | 21.92 | 24.85 | 32.19 |
| Draw Down(%) | NA | 18.14 | 19.30 | 31.98 | 31.98 | NA | NA | … | … | 16.20 | 18.93 | 8.01 | 10.26 | 31.44 | 7.24 | 30.90 | 6.66 | 20.97 | 3.48 | 13.79 | 12.41 | 9.42 | 8.11 | 11.76 | 19.07 | 16.53 | 18.57 | 46.68 | 8.85 | 11.25 | 7.63 | 15.32 | 8.34 | 27.18 | 38.81 | 9.01 |
| Yield(%) | 0.00 | 8.07 | 5.35 | 6.57 | 11.09 | 12.42 | 11.33 | … | … | 0.00 | 8.10 | 1.96 | 3.94 | 8.08 | 11.25 | 7.67 | 15.06 | 12.43 | 5.31 | 4.98 | 6.34 | 7.79 | 13.47 | 0.28 | 0.00 | 0.18 | 0.59 | 0.11 | 1.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.08 |
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 |
|---|---|---|---|---|
| WLGYX (IVY LARGE CAP GROWTH FUND CLASS Y) |
-11.13%
Feb 2006 – Feb 2009 |
-2.67%
Feb 2004 – Feb 2009 |
0.99%
Jan 2001 – Jan 2011 |
4.24%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLGYX (IVY LARGE CAP GROWTH FUND CLASS Y) |
32.37%
Dec 2018 – Dec 2021 |
25.14%
Dec 2016 – Dec 2021 |
18.69%
Dec 2011 – Dec 2021 |
16.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart