Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGIIX (IVY GLOBAL GROWTH FUND CLASS I) | 8.46% | 17.63% | 18.84% | -3.04% | 4.76% | 4.76% | 4.61% | … | … |
Data as of 06/04/2026, Common starting date is 12/27/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGIIX (IVY GLOBAL GROWTH FUND CLASS I) | 12/27/1994 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.63 | 18.84 | -3.04 | 4.76 | 4.76 | 4.61 | … | … | 8.46 | 18.07 | 17.35 | 19.34 | -52.12 | 10.36 | 14.87 | 25.99 | -5.92 | 24.71 | -3.05 | 3.44 | 1.01 | 19.26 | 18.05 | -7.42 | 15.71 | 28.24 | -43.67 | 21.87 | 23.23 | 17.19 | 13.37 | 26.58 | -20.94 | -20.87 | -43.95 | 15.32 | 6.86 | 9.75 | 17.96 | 12.49 | -2.41 |
| Sharpe Ratio | NA | 1.23 | 1.06 | -0.17 | 0.12 | NA | NA | … | … | 1.14 | 0.88 | 1.04 | 1.28 | -0.85 | 0.63 | 0.43 | 1.96 | -0.42 | 2.93 | -0.21 | 0.22 | 0.09 | 1.69 | 1.20 | -0.30 | 0.80 | 1.12 | -1.16 | 0.98 | 1.29 | 1.41 | 0.89 | 1.85 | -1.00 | -1.25 | -1.45 | 0.93 | 0.17 | 0.44 | 1.97 | 0.94 | -2.99 |
| Standard Deviation(%) | NA | 13.46 | 14.93 | 31.28 | 25.98 | NA | NA | … | … | 17.03 | 17.27 | 13.22 | 12.34 | 63.03 | 16.42 | 33.53 | 12.53 | 17.55 | 8.25 | 15.22 | 15.17 | 11.45 | 11.37 | 15.11 | 25.15 | 19.60 | 25.12 | 38.21 | 19.27 | 15.40 | 10.59 | 13.92 | 13.95 | 22.17 | 18.95 | 33.33 | 12.85 | 19.90 | 13.75 | 7.19 | 9.01 | 30.41 |
| Draw Down(%) | NA | 10.70 | 16.79 | 56.23 | 56.23 | NA | NA | … | … | 10.70 | 16.79 | 8.92 | 9.02 | 53.26 | 11.51 | 33.69 | 7.17 | 20.82 | 3.17 | 14.72 | 13.30 | 12.95 | 9.75 | 14.25 | 24.13 | 16.44 | 21.75 | 53.76 | 13.13 | 17.57 | 7.67 | 11.56 | 14.42 | 32.17 | 35.67 | 46.42 | 8.11 | 26.54 | 13.49 | 6.28 | 5.47 | 2.97 |
| Yield(%) | 0.00 | 8.44 | 7.20 | 2.34 | 4.00 | 3.67 | 3.47 | … | … | 0.00 | 9.21 | 4.22 | 6.66 | 0.09 | 0.73 | 0.02 | 1.48 | 10.45 | 8.69 | 0.00 | 2.41 | 1.58 | 1.69 | 1.56 | 0.00 | 2.48 | 1.53 | 0.91 | 0.51 | 0.51 | 0.98 | 0.00 | 0.00 | 0.01 | 0.00 | 0.09 | 1.00 | 1.35 | 0.90 | 0.93 | 1.29 | 0.27 |
Data as of 06/04/2026, Common starting date is 12/27/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGIIX (IVY GLOBAL GROWTH FUND CLASS I) |
-30.18%
Mar 2000 – Mar 2003 |
-18.49%
Mar 1998 – Mar 2003 |
-6.84%
Mar 1999 – Mar 2009 |
-1.16%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGIIX (IVY GLOBAL GROWTH FUND CLASS I) |
27.11%
Oct 2004 – Oct 2007 |
21.82%
Sep 2002 – Sep 2007 |
11.69%
Feb 2009 – Feb 2019 |
9.54%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart