Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMECX (Ivy Capital Appreciation C) | NA | 15.98% | -1.77% | 0.94% | 1.91% | NA | NA | … | … |
Data as of 07/22/2011, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMECX (Ivy Capital Appreciation C) | 11/24/2000 | 07/22/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.98 | -1.77 | 0.94 | 1.91 | NA | NA | … | … | 0.59 | 10.47 | 37.41 | -47.04 | 14.25 | 9.37 | 8.35 | 11.30 | 26.17 | -15.93 | -24.08 | -1.70 |
| Sharpe Ratio | NA | 1.22 | -0.06 | 0.00 | 0.02 | NA | NA | … | … | 0.08 | 0.58 | 1.54 | -1.07 | 0.73 | 0.52 | 0.62 | 0.80 | 1.71 | -0.88 | -1.28 | -0.73 |
| Standard Deviation(%) | NA | 13.04 | 30.74 | 26.19 | 21.53 | NA | NA | … | … | 12.48 | 18.06 | 24.19 | 44.83 | 15.39 | 11.67 | 9.98 | 12.94 | 14.93 | 19.34 | 20.88 | 28.03 |
| Draw Down(%) | NA | 7.45 | 49.89 | 59.13 | 59.13 | NA | NA | … | … | 7.20 | 17.55 | 21.61 | 56.19 | 8.95 | 10.95 | 6.26 | 12.10 | 8.51 | 23.80 | 36.37 | 10.16 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.09 | 0.05 | 0.03 | 0.02 | … | … | 0.00 | 0.00 | 0.00 | 0.01 | 0.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/22/2011, 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 |
|---|---|---|---|---|
| WMECX (Ivy Capital Appreciation C) |
-16.37%
Feb 2006 – Feb 2009 |
-7.32%
Feb 2004 – Feb 2009 |
-0.28%
Jan 2001 – Jan 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMECX (Ivy Capital Appreciation C) |
16.85%
Jan 2003 – Jan 2006 |
15.19%
Sep 2002 – Sep 2007 |
2.27%
Mar 2001 – Mar 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart