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WMGYX: IVY MID CAP GROWTH FUND CLASS Y (MUTUAL FUND)
Basic Info 30.1 0.03(0.10%) May 17
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (57%) |
Start Date: | 11/24/2000 |
Last Dividend Date: | 12/04/2023 |
12-Mo. Yield | 6.51% |
Expenses | 0.79% |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/24/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 6.1 | 18.6 | 0.2 | 11.8 | 11.3 | 14.4 | 11.1 | 8.6 | 20.0 | -30.9 | 16.5 | 48.6 | 38.0 | -0.1 | 27.0 | 6.1 | -6.0 | 7.9 | 29.8 | 13.2 | -0.5 | 30.1 | 49.0 | -37.9 | 13.3 | 8.6 | 12.5 | 19.1 | 30.7 | -25.9 | -12.6 | -2.5 |
Sharpe Ratio | NA | 0.75 | 0.81 | -0.08 | 0.37 | 0.46 | NA | NA | 0.35 | 0.81 | -0.93 | 0.65 | 1.37 | 2.31 | -0.08 | 2.85 | 0.36 | -0.39 | 0.6 | 2.39 | 0.84 | -0.02 | 1.48 | 1.63 | -1.05 | 0.68 | 0.43 | 0.93 | 1.39 | 1.83 | -1.07 | -0.91 | -0.84 |
Draw Down(%) | NA | 9.1 | 21.6 | 42.5 | 42.5 | 42.5 | NA | NA | 53.5 | 21.6 | 36.7 | 13.6 | 33.4 | 7.8 | 23.7 | 3.2 | 16.0 | 16.3 | 9.4 | 6.0 | 13.9 | 25.3 | 13.8 | 24.2 | 48.7 | 9.9 | 12.2 | 7.9 | 10.9 | 11.3 | 36.9 | 25.4 | 11.0 |
Standard Deviation(%) | NA | 17.5 | 18.2 | 26.9 | 27.4 | 22.1 | NA | NA | 21.5 | 19.7 | 34.7 | 25.6 | 35.1 | 15.8 | 19.1 | 9.3 | 16.5 | 15.5 | 13.1 | 12.5 | 15.9 | 28.5 | 20.4 | 29.9 | 37.0 | 15.2 | 12.5 | 11.1 | 13.1 | 16.4 | 25.1 | 16.7 | 32.6 |
Treynor Ratio | NA | 0.12 | 0.13 | -0.02 | 0.1 | 0.1 | NA | NA | 0.08 | 0.14 | -0.31 | 0.19 | 0.49 | 0.33 | -0.01 | 0.25 | 0.06 | -0.06 | 0.09 | 0.33 | 0.14 | -0.01 | 0.33 | 0.5 | -0.51 | 0.12 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.03 | -0.01 | 0.01 | 0.0 | NA | NA | 0.01 | -0.02 | 0.0 | 0.0 | 0.04 | 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 | 1.14 | 1.17 | 1.04 | 1.01 | 1.01 | NA | NA | 0.93 | 1.12 | 1.05 | 0.89 | 0.98 | 1.1 | 1.02 | 1.05 | 1.0 | 0.96 | 0.92 | 0.9 | 0.96 | 0.99 | 0.91 | 0.99 | 0.75 | 0.84 | 0.82 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.85 | 0.9 | 0.77 | 0.85 | 0.87 | NA | NA | 0.75 | 0.92 | 0.95 | 0.41 | 0.97 | 0.93 | 0.95 | 0.86 | 0.93 | 0.95 | 0.93 | 0.92 | 0.95 | 0.97 | 0.96 | 0.96 | 0.91 | 0.9 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 6.5 | 8.0 | 11.1 | 10.0 | 16.7 | 14.2 | N/A | 7.0 | 7.0 | 12.8 | 12.6 | 6.6 | 8.9 | 8.9 | 4.0 | 9.0 | 10.1 | 4.2 | 0.6 | 2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -37.6 | 31.1 | 58.0 | 1600.6 | N/A | N/A | N/A | -37.7 | -42.9 | 34.4 | 155.9 | -33.2 | 17.6 | 133.3 | -62.9 | -12.1 | 191.5 | 645.5 | -76.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/24/2000
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