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WLGAX: IVY LARGE CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 35.55 0.57(1.58%) May 21
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (54%) |
| Start Date: | 11/24/2000 |
| Last Dividend Date: | 12/12/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.89% |
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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 | 20 Yr | Since 11/24/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | -2.2 | 7.1 | 10.4 | 8.1 | 10.7 | 12.6 | 10.1 | 7.5 | 21.9 | 33.6 | -34.9 | 18.4 | 22.4 | 36.5 | 2.4 | 29.0 | 1.2 | 6.8 | 11.3 | 35.6 | 10.5 | 1.8 | 14.5 | 24.6 | -38.1 | 29.3 | 3.3 | 14.4 | 5.9 | 29.0 | -19.8 | -23.5 | 3.5 |
| Sharpe Ratio | NA | -0.16 | 0.15 | 0.34 | 0.29 | 0.43 | NA | NA | 0.3 | 1.07 | 1.89 | -1.15 | 0.96 | 0.63 | 2.43 | 0.05 | 3.0 | 0.07 | 0.39 | 0.74 | 2.69 | 0.73 | 0.07 | 0.71 | 1.1 | -1.11 | 1.54 | 0.0 | 1.09 | 0.36 | 1.74 | -0.95 | -1.05 | 1.21 |
| Draw Down(%) | NA | 18.9 | 19.3 | 25.6 | 41.8 | 41.8 | NA | NA | 49.8 | 8.0 | 10.3 | 36.3 | 12.4 | 30.9 | 6.7 | 21.0 | 3.5 | 13.8 | 12.4 | 9.5 | 8.2 | 11.7 | 19.1 | 16.6 | 18.6 | 46.7 | 8.8 | 11.3 | 7.7 | 15.5 | 8.4 | 27.2 | 38.9 | 9.0 |
| Standard Deviation(%) | NA | 27.6 | 20.3 | 21.6 | 22.0 | 21.3 | NA | NA | 20.6 | 14.3 | 15.6 | 31.5 | 19.1 | 35.3 | 14.4 | 21.3 | 9.5 | 14.8 | 17.2 | 15.2 | 13.2 | 14.4 | 26.8 | 20.2 | 22.2 | 35.1 | 17.2 | 13.5 | 11.2 | 13.7 | 16.3 | 21.9 | 24.9 | 32.1 |
| Treynor Ratio | NA | -0.06 | 0.04 | 0.1 | 0.09 | 0.11 | NA | NA | 0.08 | 0.24 | 0.38 | -0.48 | 0.35 | 0.24 | 0.53 | 0.01 | 0.27 | 0.01 | 0.06 | 0.1 | 0.33 | 0.11 | 0.02 | 0.14 | 0.27 | -0.42 | 0.26 | 0.0 | 0.14 | 0.06 | 0.36 | -0.32 | -0.39 | 0.68 |
| Alpha | NA | -0.03 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.01 | 0.0 | -0.02 | 0.07 | -0.07 | 0.02 | 0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.03 | 0.01 | 0.01 | -0.02 | -0.02 | 0.06 | 0.01 | 0.02 | 0.0 | 0.03 | 0.02 | -0.01 | 0.34 |
| Beta | NA | 0.75 | 0.7 | 0.76 | 0.71 | 0.8 | NA | NA | 0.83 | 0.64 | 0.78 | 0.76 | 0.53 | 0.93 | 0.66 | 1.01 | 1.06 | 0.98 | 1.04 | 1.09 | 1.06 | 0.96 | 1.0 | 1.04 | 0.89 | 0.93 | 1.01 | 0.98 | 0.87 | 0.88 | 0.78 | 0.66 | 0.67 | 0.57 |
| RSquared | NA | 0.94 | 0.9 | 0.83 | 0.75 | 0.82 | NA | NA | 0.87 | 0.85 | 0.88 | 0.81 | 0.45 | 0.89 | 0.7 | 0.98 | 0.92 | 0.96 | 0.97 | 0.96 | 0.94 | 0.94 | 0.98 | 0.97 | 0.97 | 0.98 | 0.92 | 0.88 | 0.84 | 0.87 | 0.86 | 0.9 | 0.88 | 0.84 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 4.6 | 7.5 | 6.5 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 15.5 | 12.7 | 5.4 | 5.1 | 6.5 | 7.9 | 13.6 | 0.2 | 0.0 | 0.5 | 0.5 | 0.1 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | 140.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 9.3 | 186.9 | 5.9 | -22.4 | -15.2 | -31.9 | 6934.5 | N/A | -100.0 | 25.0 | 500.0 | -93.4 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/24/2000
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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