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WLGRX: IVY LARGE CAP GROWTH FUND CLASS R (MUTUAL FUND)
Basic Info 29.98 0.16(0.54%) May 14
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (53%) |
Start Date: | 01/17/2006 |
Last Dividend Date: | 12/04/2023 |
12-Mo. Yield | 3.78% |
Expenses | 0.89% |
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Performance Analytics (As of 05/14/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/17/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 9.4 | 28.1 | 10.7 | 16.7 | 14.7 | 15.1 | 10.8 | 37.5 | -27.7 | 30.1 | 30.2 | 36.0 | 2.1 | 28.7 | 0.8 | 6.5 | 11.0 | 35.0 | 10.2 | 1.6 | 13.7 | 24.2 | -38.4 | 28.9 | -1.9 |
Sharpe Ratio | NA | 1.56 | 1.72 | 0.32 | 0.59 | 0.67 | NA | 0.47 | 2.22 | -0.99 | 1.4 | 0.86 | 2.4 | 0.04 | 2.95 | 0.04 | 0.38 | 0.72 | 2.66 | 0.71 | 0.06 | 0.67 | 1.08 | -1.12 | 1.53 | -0.39 |
Draw Down(%) | NA | 6.7 | 10.4 | 37.2 | 37.2 | 37.2 | NA | 50.0 | 10.4 | 31.9 | 12.0 | 30.9 | 6.7 | 21.0 | 3.5 | 13.8 | 12.4 | 9.5 | 8.1 | 11.8 | 19.1 | 16.6 | 18.6 | 46.9 | 8.9 | 11.4 |
Standard Deviation(%) | NA | 14.9 | 13.8 | 22.5 | 24.4 | 20.6 | NA | 21.0 | 15.1 | 29.4 | 21.4 | 34.7 | 14.4 | 21.3 | 9.5 | 14.8 | 17.1 | 15.3 | 13.2 | 14.4 | 26.8 | 20.3 | 22.3 | 35.1 | 17.0 | 13.4 |
Treynor Ratio | NA | 0.32 | 0.33 | 0.1 | 0.18 | 0.16 | NA | 0.11 | 0.44 | -0.39 | 0.55 | 0.32 | 0.52 | 0.01 | 0.26 | 0.01 | 0.06 | 0.1 | 0.33 | 0.11 | 0.02 | 0.13 | 0.27 | -0.42 | 0.26 | -0.05 |
Alpha | NA | 0.01 | 0.0 | 0.02 | 0.02 | 0.01 | NA | 0.0 | 0.01 | 0.02 | 0.08 | -0.07 | 0.02 | 0.01 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | -0.03 | 0.01 | 0.01 | -0.02 | -0.02 | 0.06 | 0.0 |
Beta | NA | 0.73 | 0.73 | 0.72 | 0.8 | 0.84 | NA | 0.89 | 0.76 | 0.76 | 0.54 | 0.94 | 0.66 | 1.01 | 1.06 | 0.98 | 1.04 | 1.09 | 1.06 | 0.96 | 1.0 | 1.04 | 0.89 | 0.93 | 1.0 | 0.97 |
RSquared | NA | 0.85 | 0.88 | 0.72 | 0.81 | 0.83 | NA | 0.89 | 0.91 | 0.9 | 0.3 | 0.94 | 0.7 | 0.98 | 0.92 | 0.96 | 0.97 | 0.96 | 0.94 | 0.94 | 0.98 | 0.97 | 0.97 | 0.98 | 0.93 | 0.88 |
Yield(%) | N/A | 0.0 | 3.8 | 7.9 | 10.8 | 11.1 | 15.1 | N/A | 4.4 | 9.0 | 11.7 | 8.4 | 15.9 | 13.0 | 5.6 | 5.2 | 6.6 | 8.1 | 13.5 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 1.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -68.3 | -9.3 | 63.8 | N/A | N/A | N/A | -68.4 | -8.0 | 64.7 | -36.2 | 8.4 | 183.5 | 6.6 | -22.9 | -15.1 | -30.5 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2006
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