Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMGYX (IVY MID CAP GROWTH FUND CLASS Y) | 0.00% | 0.80% | 3.00% | -1.50% | 10.38% | 9.69% | 9.47% | … | … |
Data as of 06/10/2026, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMGYX (IVY MID CAP GROWTH FUND CLASS Y) | 11/24/2000 | 06/10/2026 |
| 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 (%) | -2.84 | 0.80 | 3.00 | -1.50 | 10.38 | 9.69 | 9.47 | … | … | 0.00 | 0.76 | 2.21 | 20.01 | -30.69 | 16.24 | 48.63 | 37.99 | -0.14 | 27.02 | 6.11 | -6.02 | 7.92 | 29.79 | 13.22 | -0.48 | 30.13 | 49.00 | -37.92 | 13.34 | 8.64 | 12.49 | 19.07 | 30.71 | -25.85 | -12.58 | -2.49 |
| Sharpe Ratio | NA | 0.01 | 0.04 | -0.15 | 0.39 | NA | NA | … | … | 0.00 | -0.09 | -0.08 | 0.84 | -0.93 | 0.88 | 1.37 | 2.31 | -0.08 | 2.85 | 0.36 | -0.39 | 0.60 | 2.39 | 0.84 | -0.02 | 1.48 | 1.63 | -1.05 | 0.67 | 0.42 | 0.92 | 1.38 | 1.83 | -1.07 | -0.91 | -0.84 |
| Standard Deviation(%) | NA | 17.54 | 19.87 | 23.35 | 22.33 | NA | NA | … | … | 19.90 | 22.90 | 17.53 | 19.67 | 34.67 | 18.50 | 35.08 | 15.82 | 19.10 | 9.29 | 16.52 | 15.49 | 13.06 | 12.46 | 15.90 | 28.51 | 20.37 | 29.93 | 36.95 | 15.20 | 12.49 | 11.14 | 13.09 | 16.43 | 25.12 | 16.71 | 32.56 |
| Draw Down(%) | NA | 16.24 | 26.59 | 39.41 | 39.41 | NA | NA | … | … | 14.39 | 24.40 | 12.70 | 21.56 | 36.51 | 11.33 | 33.42 | 7.80 | 23.66 | 3.17 | 16.03 | 16.28 | 9.39 | 5.99 | 13.90 | 25.25 | 13.76 | 24.17 | 48.66 | 9.89 | 12.19 | 7.91 | 10.93 | 11.28 | 36.89 | 25.43 | 11.04 |
| Yield(%) | 0.00 | 9.32 | 7.26 | 6.68 | 11.70 | 11.09 | 12.70 | … | … | 0.00 | 9.33 | 6.90 | 6.96 | 7.03 | 12.85 | 12.60 | 6.55 | 8.87 | 8.89 | 3.99 | 9.01 | 10.13 | 4.22 | 0.63 | 2.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.61 | 0.84 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| WMGYX (IVY MID CAP GROWTH FUND CLASS Y) |
-14.46%
Feb 2006 – Feb 2009 |
-3.00%
Feb 2004 – Feb 2009 |
5.31%
Jan 2001 – Jan 2011 |
5.51%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMGYX (IVY MID CAP GROWTH FUND CLASS Y) |
35.24%
Feb 2009 – Feb 2012 |
27.42%
Feb 2009 – Feb 2014 |
18.28%
Feb 2009 – Feb 2019 |
16.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart