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WMGYX: IVY MID CAP GROWTH FUND CLASS Y (MUTUAL FUND)
Basic Info 29.13 0.29(1.01%) July 25
See more info about WMGYXAsset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (57%) |
Start Date: | 11/24/2000 |
Last Dividend Date: | 12/03/2024 |
12-Mo. Yield | 6.65% |
Expenses | 0.79% |
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Performance Analytics (As of 07/25/2025)
Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/24/2000 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 2.5 | 7.0 | 9.8 | 8.2 | 5.8 | 10.4 | 11.7 | 10.1 | 8.3 |
Sharpe Ratio ? | NA | 0.36 | 0.28 | 0.21 | 0.15 | 0.4 | NA | NA | 0.33 |
Draw Down(%) ? | NA | 24.4 | 26.6 | 26.6 | 39.4 | 39.4 | NA | NA | 53.5 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/24/2000
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