Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMEYX (Ivy Capital Appreciation Y) | NA | 16.96% | -0.90% | 1.81% | 2.89% | NA | NA | … | … |
Data as of 07/22/2011, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMEYX (Ivy Capital Appreciation Y) | 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 | 16.96 | -0.90 | 1.81 | 2.89 | NA | NA | … | … | 0.97 | 11.52 | 38.49 | -46.43 | 15.13 | 10.31 | 9.31 | 12.55 | 27.64 | -15.10 | -23.28 | -1.58 |
| Sharpe Ratio | NA | 1.29 | -0.03 | 0.04 | 0.07 | NA | NA | … | … | 0.14 | 0.63 | 1.58 | -1.05 | 0.79 | 0.60 | 0.72 | 0.91 | 1.81 | -0.83 | -1.25 | -0.69 |
| Standard Deviation(%) | NA | 13.10 | 30.85 | 26.28 | 21.58 | NA | NA | … | … | 12.49 | 18.02 | 24.24 | 44.99 | 15.41 | 11.81 | 9.97 | 12.80 | 14.89 | 19.44 | 20.74 | 28.43 |
| Draw Down(%) | NA | 7.52 | 49.80 | 58.71 | 58.71 | NA | NA | … | … | 7.16 | 17.41 | 21.52 | 55.79 | 8.90 | 10.95 | 6.20 | 11.67 | 8.45 | 23.30 | 35.96 | 10.12 |
| Yield(%) | 0.00 | 0.10 | 0.04 | 0.28 | 0.17 | 0.09 | 0.07 | … | … | 0.00 | 0.09 | 0.05 | 0.01 | 1.12 | 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 |
|---|---|---|---|---|
| WMEYX (Ivy Capital Appreciation Y) |
-15.61%
Feb 2006 – Feb 2009 |
-6.46%
Feb 2004 – Feb 2009 |
0.67%
Jan 2001 – Jan 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMEYX (Ivy Capital Appreciation Y) |
18.04%
Jan 2003 – Jan 2006 |
16.27%
Sep 2002 – Sep 2007 |
3.24%
Mar 2001 – Mar 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart