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WSCYX: IVY SMALL CAP GROWTH FUND CLASS Y (MUTUAL FUND)
Basic Info 20.13 0.23(1.16%) July 03
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 10/16/2000 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 4.03% |
| Expenses | 1.39% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/16/2000 |
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(%) | 1.2 | 4.6 | 10.5 | 10.3 | 0.3 | 4.8 | 8.8 | 7.2 | 6.4 | 10.1 | 9.5 | -30.2 | -18.4 | 29.0 | 23.8 | -3.9 | 23.7 | 13.7 | -2.0 | 3.3 | 41.0 | 15.3 | -5.0 | 36.0 | 43.2 | -37.6 | 7.9 | 6.6 | 12.8 | 14.0 | 36.7 | -25.2 | -1.8 | -5.9 |
| Sharpe Ratio | NA | 0.22 | 0.28 | 0.29 | -0.06 | 0.13 | NA | NA | 0.21 | 0.17 | 0.27 | -0.92 | -0.52 | 0.73 | 1.28 | -0.25 | 1.86 | 0.71 | -0.11 | 0.19 | 2.83 | 0.88 | -0.16 | 1.71 | 1.56 | -1.0 | 0.27 | 0.23 | 0.76 | 0.81 | 2.19 | -1.09 | -0.14 | -0.84 |
| Draw Down(%) | NA | 22.9 | 25.0 | 25.0 | 51.3 | 51.3 | NA | NA | 55.1 | 10.9 | 19.6 | 32.3 | 33.0 | 38.7 | 13.2 | 27.7 | 5.9 | 16.9 | 14.5 | 14.4 | 6.5 | 12.0 | 29.3 | 13.7 | 20.7 | 50.5 | 12.0 | 15.4 | 9.0 | 15.3 | 9.6 | 36.3 | 31.8 | 19.2 |
| Standard Deviation(%) | NA | 29.1 | 25.9 | 23.7 | 27.8 | 25.8 | NA | NA | 24.1 | 20.4 | 19.5 | 34.5 | 35.3 | 39.4 | 17.6 | 21.2 | 12.4 | 19.0 | 18.0 | 16.9 | 14.5 | 17.4 | 32.7 | 21.0 | 27.7 | 38.6 | 18.1 | 14.4 | 14.0 | 16.1 | 16.5 | 24.1 | 29.3 | 35.6 |
| Treynor Ratio | NA | 0.07 | 0.07 | 0.07 | -0.02 | 0.03 | NA | NA | 0.05 | 0.03 | 0.06 | -0.31 | -0.16 | 0.28 | 0.21 | -0.05 | 0.2 | 0.13 | -0.02 | 0.03 | 0.42 | 0.16 | -0.05 | 0.42 | 0.52 | -0.44 | 0.05 | 0.04 | 0.12 | 0.15 | 0.45 | -0.29 | -0.04 | -0.4 |
| Alpha | NA | 0.03 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | -0.01 | -0.02 | -0.04 | -0.01 | -0.09 | -0.02 | -0.04 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | 0.03 | 0.03 | -0.01 | 0.0 | -0.01 | 0.02 | 0.0 | 0.01 | -0.06 | 0.0 | -0.03 |
| Beta | NA | 0.98 | 1.0 | 0.97 | 1.02 | 1.03 | NA | NA | 0.95 | 1.02 | 0.95 | 1.01 | 1.18 | 1.01 | 1.08 | 1.07 | 1.15 | 1.05 | 1.07 | 1.05 | 0.97 | 0.98 | 1.0 | 0.85 | 0.82 | 0.87 | 0.94 | 0.81 | 0.9 | 0.85 | 0.79 | 0.91 | 1.06 | 0.75 |
| RSquared | NA | 0.95 | 0.93 | 0.89 | 0.8 | 0.87 | NA | NA | 0.89 | 0.88 | 0.91 | 0.93 | 0.57 | 0.95 | 0.95 | 0.94 | 0.91 | 0.95 | 0.89 | 0.94 | 0.93 | 0.94 | 0.98 | 0.93 | 0.95 | 0.95 | 0.91 | 0.9 | 0.92 | 0.94 | 0.88 | 0.88 | 0.84 | 0.7 |
| Yield(%) | N/A | 0.0 | 4.0 | 3.9 | 1.9 | 5.2 | 8.5 | 6.7 | N/A | 4.4 | 3.8 | 2.6 | 0.6 | 0.0 | 6.4 | 12.3 | 10.3 | 5.9 | 11.3 | 5.6 | 10.1 | 2.7 | 3.1 | 0.2 | 0.0 | 0.6 | 13.5 | 13.0 | 3.5 | 0.0 | 0.0 | 0.0 | 0.0 | 30.0 |
| Dividend Growth(%) | N/A | -100.0 | 27.4 | 46.0 | -77.0 | 40.4 | N/A | N/A | N/A | 27.4 | -1.3 | 254.4 | N/A | -100.0 | -57.0 | 35.6 | 95.7 | -55.7 | 96.9 | -29.8 | 333.8 | -23.0 | 1700.0 | N/A | -100.0 | -96.0 | -4.7 | 322.0 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/16/2000
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