Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGRFX (IVY MID CAP GROWTH FUND CLASS N) | 3.94% | 6.11% | 5.30% | -0.17% | 11.05% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGRFX (IVY MID CAP GROWTH FUND CLASS N) | 08/01/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.23 | 6.11 | 5.30 | -0.17 | 11.05 | NA | NA | … | … | 3.94 | -5.10 | 2.56 | 20.36 | -30.45 | 16.63 | 49.18 | 38.88 | 0.27 | 27.51 | 6.50 | -5.62 | 8.15 |
| Sharpe Ratio | NA | 0.22 | 0.10 | -0.12 | 0.42 | NA | NA | … | … | 0.24 | -0.32 | -0.06 | 0.86 | -0.92 | 0.90 | 1.39 | 2.37 | -0.06 | 2.79 | 0.38 | -0.37 | 1.55 |
| Standard Deviation(%) | NA | 17.40 | 19.86 | 23.33 | 22.33 | NA | NA | … | … | 19.94 | 24.88 | 17.52 | 19.63 | 34.66 | 18.50 | 35.09 | 15.77 | 19.12 | 9.65 | 16.54 | 15.45 | 13.39 |
| Draw Down(%) | NA | 16.14 | 26.48 | 39.19 | 39.19 | NA | NA | … | … | 14.36 | 24.32 | 12.57 | 21.50 | 36.32 | 11.31 | 33.42 | 7.77 | 23.55 | 3.15 | 15.97 | 16.18 | 9.38 |
| Yield(%) | 0.00 | 8.59 | 6.86 | 6.45 | 11.35 | 7.84 | 5.88 | … | … | 0.00 | 8.52 | 6.36 | 6.47 | 6.59 | 12.47 | 12.12 | 6.83 | 8.55 | 8.63 | 3.89 | 9.08 | 9.84 |
Data as of 06/04/2026, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGRFX (IVY MID CAP GROWTH FUND CLASS N) |
-5.08%
Oct 2021 – Oct 2024 |
-1.60%
Apr 2021 – Apr 2026 |
8.71%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGRFX (IVY MID CAP GROWTH FUND CLASS N) |
34.19%
Dec 2018 – Dec 2021 |
26.76%
Oct 2016 – Oct 2021 |
12.46%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart