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WCEYX: IVY CORE EQUITY FUND CLASS Y (MUTUAL FUND)
Basic Info 20.5 0.06(0.29%) June 14
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (43%) |
Start Date: | 12/16/1998 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 10.88% |
Expenses | 0.97% |
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Performance Analytics (As of 06/13/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/16/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 16.0 | 28.2 | 10.2 | 16.1 | 11.8 | 14.0 | 10.7 | 7.7 | 23.5 | -17.6 | 29.0 | 22.0 | 31.4 | -4.3 | 20.7 | 3.8 | -0.4 | 9.5 | 32.7 | 18.3 | 1.0 | 20.3 | 23.6 | -34.7 | 13.9 | 14.6 | 8.3 | 9.6 | 17.1 | -22.5 | -15.2 | 9.1 | 9.1 | -7.8 |
Sharpe Ratio | NA | 2.71 | 2.16 | 0.36 | 0.63 | 0.55 | NA | NA | 0.32 | 1.42 | -0.62 | 2.0 | 0.66 | 2.25 | -0.32 | 2.31 | 0.24 | -0.03 | 0.68 | 2.56 | 1.33 | 0.04 | 1.0 | 0.92 | -1.0 | 0.66 | 1.06 | 0.58 | 0.84 | 1.2 | -1.04 | -0.86 | 0.26 | 0.41 | -1.46 |
Draw Down(%) | NA | 5.4 | 10.2 | 23.8 | 31.4 | 31.4 | NA | NA | 50.0 | 10.2 | 23.7 | 5.4 | 31.4 | 8.4 | 19.9 | 4.2 | 12.8 | 13.6 | 10.2 | 6.6 | 9.8 | 21.0 | 16.8 | 23.1 | 43.7 | 9.4 | 9.2 | 6.9 | 6.5 | 13.7 | 32.4 | 30.6 | 10.1 | 8.2 | 11.1 |
Standard Deviation(%) | NA | 12.2 | 12.0 | 20.9 | 22.7 | 19.1 | NA | NA | 19.3 | 13.7 | 30.9 | 14.5 | 32.9 | 13.3 | 17.8 | 8.7 | 14.9 | 16.3 | 14.0 | 12.8 | 13.8 | 24.5 | 20.3 | 25.6 | 35.4 | 16.6 | 10.7 | 10.5 | 10.3 | 13.7 | 22.7 | 20.6 | 19.8 | 14.4 | 61.7 |
Treynor Ratio | NA | 0.54 | 0.42 | 0.13 | 0.21 | 0.14 | NA | NA | 0.09 | 0.29 | -0.33 | 0.58 | 0.25 | 0.51 | -0.07 | 0.22 | 0.04 | 0.0 | 0.1 | 0.32 | 0.2 | 0.01 | 0.19 | 0.23 | -0.38 | 0.11 | 0.15 | 0.08 | 0.14 | 0.25 | -0.35 | -0.35 | 0.11 | 0.1 | 1.94 |
Alpha | NA | 0.04 | 0.02 | 0.03 | 0.02 | 0.0 | NA | NA | 0.01 | -0.02 | 0.04 | 0.08 | -0.08 | 0.02 | -0.02 | -0.02 | 0.02 | -0.03 | -0.01 | -0.01 | 0.01 | 0.01 | 0.03 | -0.04 | 0.0 | 0.01 | 0.05 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.06 | -0.01 | -0.42 |
Beta | NA | 0.61 | 0.62 | 0.59 | 0.68 | 0.72 | NA | NA | 0.73 | 0.66 | 0.58 | 0.5 | 0.86 | 0.59 | 0.82 | 0.91 | 0.95 | 0.98 | 0.98 | 1.02 | 0.9 | 0.91 | 1.04 | 1.02 | 0.93 | 0.97 | 0.76 | 0.76 | 0.61 | 0.65 | 0.68 | 0.51 | 0.46 | 0.58 | -0.46 |
RSquared | NA | 0.8 | 0.82 | 0.55 | 0.67 | 0.71 | NA | NA | 0.77 | 0.83 | 0.49 | 0.54 | 0.87 | 0.64 | 0.93 | 0.8 | 0.88 | 0.93 | 0.91 | 0.93 | 0.91 | 0.96 | 0.96 | 0.95 | 0.96 | 0.93 | 0.85 | 0.74 | 0.75 | 0.84 | 0.89 | 0.76 | 0.64 | 0.73 | 0.02 |
Yield(%) | N/A | 0.0 | 10.6 | 10.2 | 11.1 | 9.1 | 14.3 | 10.5 | N/A | 11.9 | 9.7 | 13.7 | 2.8 | 11.6 | 12.7 | 6.9 | 3.9 | 6.8 | 7.7 | 7.1 | 1.3 | 3.7 | 1.9 | 0.4 | 0.2 | 9.3 | 10.6 | 0.0 | 0.0 | 0.0 | 0.0 | 2.8 | 19.0 | 1.1 | 0.7 |
Dividend Growth(%) | N/A | -100.0 | -10.3 | 62.1 | 49.1 | 287.1 | N/A | N/A | N/A | -10.3 | -17.4 | 460.9 | -70.5 | -24.7 | 110.7 | 80.0 | -47.8 | -9.5 | 32.3 | 535.6 | -65.0 | 124.4 | 473.3 | 66.7 | -98.2 | -10.6 | N/A | N/A | N/A | N/A | -100.0 | -86.8 | 1788.9 | 50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/16/2000
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