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IGWIX: IVY MICRO CAP GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/18/2009 |
Last Dividend Date: | 12/08/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.34% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/18/2009 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 6.4 | 5.5 | 15.8 | 13.7 | 8.7 | 13.7 | -9.4 | -2.1 | 55.6 | 12.2 | -7.2 | 38.4 | 48.0 |
Sharpe Ratio | NA | 0.9 | 0.57 | 0.33 | 0.7 | 0.78 | 0.57 | 0.66 | -0.48 | -0.11 | 3.56 | 0.66 | -0.22 | 1.55 | 1.9 |
Draw Down(%) | NA | 18.1 | 25.7 | 37.3 | 37.3 | 18.1 | 8.4 | 22.8 | 20.7 | 22.7 | 5.7 | 15.9 | 32.6 | 19.9 | 15.4 |
Standard Deviation(%) | NA | 18.9 | 18.3 | 18.7 | 22.1 | 19.4 | 14.2 | 20.4 | 19.6 | 19.2 | 15.6 | 18.6 | 32.5 | 24.7 | 29.7 |
Treynor Ratio | NA | 0.17 | 0.1 | 0.06 | 0.15 | 0.15 | 0.07 | 0.13 | -0.09 | -0.02 | 0.55 | 0.12 | -0.07 | 0.38 | 0.62 |
Alpha | NA | 0.02 | -0.02 | -0.03 | -0.01 | 0.04 | -0.06 | 0.01 | -0.03 | -0.02 | 0.05 | -0.02 | -0.02 | 0.02 | -0.01 |
Beta | NA | 1.03 | 1.07 | 1.09 | 1.0 | 1.0 | 1.18 | 1.06 | 1.1 | 1.14 | 1.0 | 1.02 | 0.98 | 1.0 | 0.91 |
RSquared | NA | 0.74 | 0.78 | 0.8 | 0.88 | 0.75 | 0.73 | 0.83 | 0.81 | 0.87 | 0.86 | 0.89 | 0.95 | 0.94 | 0.93 |
Yield(%) | N/A | 0.0 | 1.8 | 3.2 | N/A | 0.0 | 0.0 | 1.5 | 3.7 | 5.5 | 8.0 | 0.0 | 7.3 | 4.6 | 4.3 |
Dividend Growth(%) | N/A | -100.0 | -58.6 | N/A | N/A | N/A | -100.0 | -64.4 | -37.1 | -4.0 | N/A | -100.0 | 113.6 | 57.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/18/2009
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