Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WRCXX (Ivy Funds – Ivy Government Money Market Fund) NA 9,900.00% 17.79% 151.19% 47.88% -8.19% 5.86%
Data as of 07/22/2022, Common starting date is 11/22/2000
More Performance Analytics Comparison
Name Start Date End Date
WRCXX (Ivy Funds – Ivy Government Money Market Fund) 11/22/2000 07/22/2022
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 9,900.00 17.79 151.19 47.88 -8.19 5.86
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.15 5.40 1.35 0.01 0.04
Data as of 07/22/2022, Common starting date is 11/22/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WRCXX (Ivy Funds – Ivy Government Money Market Fund) -86.91%
Dec 2000 – Dec 2003
-64.74%
Sep 2006 – Sep 2011
-44.55%
Apr 2007 – Apr 2017
-32.54%
Sep 2006 – Sep 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WRCXX (Ivy Funds – Ivy Government Money Market Fund) 615.96%
Sep 2003 – Sep 2006
151.19%
Apr 2017 – Apr 2022
47.88%
Apr 2012 – Apr 2022
35.84%
Nov 2003 – Nov 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return