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IYMIX: IVY MID CAP GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 32.45 0.34(1.06%) March 27
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (67%) |
Start Date: | 04/10/2007 |
Last Dividend Date: | 12/04/2023 |
12-Mo. Yield | 5.83% |
Expenses | 0.79% |
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Performance Analytics (As of 03/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/10/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 6.8 | 19.6 | 1.6 | 12.4 | 11.4 | 15.4 | 10.9 | 20.3 | -30.6 | 16.9 | 49.2 | 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 | 1.58 | 0.94 | -0.06 | 0.42 | 0.48 | NA | 0.44 | 0.82 | -0.92 | 0.91 | 1.39 | 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 | 4.9 | 21.5 | 39.2 | 39.2 | 39.2 | NA | 53.4 | 21.5 | 36.5 | 11.3 | 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 | 17.3 | 17.8 | 25.0 | 26.1 | 21.4 | NA | 22.7 | 19.7 | 34.7 | 18.5 | 35.1 | 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 | 0.24 | 0.15 | -0.01 | 0.11 | 0.1 | NA | 0.11 | 0.14 | -0.3 | 0.17 | 0.5 | 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 | 0.0 | -0.03 | -0.01 | 0.0 | 0.0 | NA | 0.01 | -0.02 | 0.0 | -0.01 | 0.04 | 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 | 1.14 | 1.15 | 1.06 | 1.03 | 1.02 | NA | 0.94 | 1.12 | 1.07 | 0.97 | 0.98 | 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 | 0.92 | 0.91 | 0.95 | 0.96 | 0.95 | NA | 0.93 | 0.92 | 0.97 | 0.92 | 0.97 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/2007
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