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WMGAX: IVY MID CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 24.98 0.22(0.89%) May 16
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 11/24/2000 |
| 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 | 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(%) | 5.8 | -0.6 | -10.4 | -2.3 | -1.9 | 4.3 | 7.7 | 7.5 | 6.0 | -4.5 | 12.0 | -37.6 | 2.6 | 34.5 | 38.0 | -0.2 | 27.0 | 6.0 | -6.1 | 7.9 | 29.7 | 13.1 | -0.6 | 29.7 | 48.2 | -38.1 | 12.9 | 8.4 | 12.0 | 18.9 | 31.5 | -24.9 | -12.7 | -0.1 |
| Sharpe Ratio | NA | -0.14 | -0.68 | -0.26 | -0.17 | 0.11 | NA | NA | 0.22 | -0.59 | 0.37 | -1.08 | 0.11 | 0.94 | 2.32 | -0.08 | 2.85 | 0.35 | -0.4 | 0.6 | 2.37 | 0.83 | -0.02 | 1.45 | 1.61 | -1.05 | 0.65 | 0.41 | 0.88 | 1.37 | 1.86 | -1.03 | -0.91 | -0.18 |
| Draw Down(%) | NA | 24.4 | 31.2 | 33.5 | 55.0 | 55.0 | NA | NA | 55.0 | 14.2 | 21.6 | 39.3 | 19.6 | 33.5 | 7.8 | 23.6 | 3.2 | 16.0 | 16.3 | 9.4 | 6.0 | 13.9 | 25.3 | 13.8 | 24.3 | 48.8 | 9.9 | 12.3 | 7.9 | 10.9 | 10.6 | 36.5 | 25.5 | 8.9 |
| Standard Deviation(%) | NA | 31.6 | 24.7 | 25.7 | 26.0 | 23.5 | NA | NA | 21.8 | 18.8 | 20.9 | 36.2 | 23.6 | 36.3 | 15.8 | 19.1 | 9.3 | 16.6 | 15.5 | 13.1 | 12.5 | 15.8 | 28.5 | 20.4 | 29.9 | 36.9 | 15.3 | 12.5 | 11.1 | 13.1 | 16.5 | 25.3 | 16.8 | 29.9 |
| Treynor Ratio | NA | -0.04 | -0.16 | -0.06 | -0.04 | 0.02 | NA | NA | 0.05 | -0.1 | 0.07 | -0.37 | 0.02 | 0.35 | 0.33 | -0.01 | 0.25 | 0.06 | -0.06 | 0.09 | 0.33 | 0.14 | -0.01 | 0.33 | 0.49 | -0.52 | 0.12 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.08 | -0.11 | -0.06 | -0.06 | -0.02 | NA | NA | 0.0 | -0.08 | -0.04 | -0.04 | -0.06 | 0.01 | 0.0 | 0.02 | 0.01 | 0.0 | -0.02 | -0.02 | 0.0 | -0.01 | 0.01 | 0.01 | 0.02 | -0.01 | -0.01 | 0.0 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.04 | 1.04 | 1.08 | 1.06 | 1.03 | NA | NA | 0.94 | 1.09 | 1.13 | 1.07 | 1.05 | 0.97 | 1.09 | 1.02 | 1.05 | 1.0 | 0.95 | 0.92 | 0.9 | 0.96 | 0.99 | 0.91 | 0.98 | 0.75 | 0.84 | 0.82 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.95 | 0.86 | 0.86 | 0.83 | 0.88 | NA | NA | 0.76 | 0.78 | 0.84 | 0.9 | 0.7 | 0.9 | 0.93 | 0.95 | 0.86 | 0.93 | 0.95 | 0.94 | 0.92 | 0.95 | 0.97 | 0.96 | 0.96 | 0.91 | 0.89 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 3.5 | 5.7 | 6.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 6.9 | 9.3 | 9.3 | 4.1 | 9.2 | 10.4 | 4.2 | 0.6 | 2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.8 | 1.2 | 0.5 | 3.2 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | 118.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -33.3 | 18.1 | 133.6 | -62.6 | -13.2 | 199.5 | 646.7 | -77.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -49.5 | 118.8 | -86.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/24/2000
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