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IYMIX: IVY MID CAP GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 29.17 0.03(0.10%) May 19
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 04/10/2007 |
| Last Dividend Date: | 12/12/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.79% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/10/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | -0.6 | -9.5 | -1.6 | -0.5 | 5.2 | 8.6 | 7.4 | -3.4 | 13.3 | -36.6 | 4.0 | 36.2 | 38.5 | 0.2 | 27.3 | 6.4 | -5.8 | 8.2 | 30.1 | 13.5 | -0.3 | 30.5 | 49.0 | -37.8 | 8.6 |
| Sharpe Ratio | NA | -0.13 | -0.64 | -0.21 | -0.13 | 0.15 | NA | 0.27 | -0.54 | 0.44 | -1.06 | 0.17 | 0.99 | 2.35 | -0.06 | 2.9 | 0.37 | -0.38 | 0.63 | 2.42 | 0.85 | -0.01 | 1.49 | 1.64 | -1.04 | 0.56 |
| Draw Down(%) | NA | 24.3 | 30.5 | 31.0 | 52.7 | 52.7 | NA | 53.4 | 13.4 | 21.5 | 38.3 | 18.7 | 33.4 | 7.8 | 23.5 | 3.1 | 16.0 | 16.2 | 9.4 | 6.0 | 13.9 | 25.2 | 13.8 | 24.1 | 48.6 | 9.9 |
| Standard Deviation(%) | NA | 31.6 | 24.6 | 25.4 | 25.6 | 23.3 | NA | 23.2 | 18.6 | 20.6 | 35.9 | 22.9 | 36.1 | 15.8 | 19.1 | 9.2 | 16.5 | 15.5 | 13.0 | 12.4 | 15.9 | 28.5 | 20.4 | 29.9 | 37.0 | 16.3 |
| Treynor Ratio | NA | -0.04 | -0.15 | -0.05 | -0.03 | 0.03 | NA | 0.07 | -0.1 | 0.08 | -0.36 | 0.04 | 0.37 | 0.34 | -0.01 | 0.26 | 0.06 | -0.06 | 0.09 | 0.33 | 0.14 | 0.0 | 0.33 | 0.5 | -0.51 | 0.11 |
| Alpha | NA | -0.08 | -0.1 | -0.06 | -0.05 | -0.02 | NA | 0.0 | -0.07 | -0.04 | -0.03 | -0.06 | 0.01 | 0.0 | 0.03 | 0.02 | 0.0 | -0.02 | -0.01 | 0.01 | -0.01 | 0.01 | 0.01 | 0.02 | 0.0 | 0.0 |
| Beta | NA | 1.04 | 1.02 | 1.08 | 1.05 | 1.03 | NA | 0.94 | 1.05 | 1.13 | 1.07 | 1.05 | 0.97 | 1.1 | 1.02 | 1.04 | 1.0 | 0.95 | 0.92 | 0.9 | 0.96 | 0.99 | 0.91 | 0.98 | 0.75 | 0.84 |
| RSquared | NA | 0.95 | 0.84 | 0.86 | 0.84 | 0.89 | NA | 0.9 | 0.74 | 0.86 | 0.92 | 0.73 | 0.91 | 0.93 | 0.95 | 0.86 | 0.93 | 0.95 | 0.94 | 0.92 | 0.95 | 0.97 | 0.96 | 0.96 | 0.91 | 0.9 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 3.3 | 5.8 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 6.7 | 8.6 | 8.7 | 3.9 | 9.1 | 10.0 | 4.3 | 0.6 | 2.6 | 0.1 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -29.9 | 18.1 | 133.6 | -64.0 | -10.6 | 179.4 | 706.5 | -77.1 | 3492.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/2007
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See Mid-Cap Growth Asset Class Trend Rankings |
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