Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGWBX (IVY MICRO CAP GROWTH FUND CLASS B) | NA | 16.00% | 9.39% | 4.80% | NA | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 02/19/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGWBX (IVY MICRO CAP GROWTH FUND CLASS B) | 02/19/2009 | 11/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 16.00 | 9.39 | 4.80 | NA | NA | NA | … | … | 11.71 | 7.33 | 12.19 | -10.51 | -3.36 | 53.30 | 10.50 | -8.75 | 35.57 | 46.99 |
| Sharpe Ratio | NA | 0.77 | 0.48 | 0.25 | NA | NA | NA | … | … | 0.65 | 0.48 | 0.59 | -0.54 | -0.18 | 3.43 | 0.57 | -0.27 | 1.44 | 1.87 |
| Standard Deviation(%) | NA | 19.10 | 18.33 | 18.77 | NA | NA | NA | … | … | 19.59 | 14.17 | 20.36 | 19.57 | 19.21 | 15.54 | 18.63 | 32.53 | 24.65 | 29.80 |
| Draw Down(%) | NA | 18.85 | 25.94 | 38.81 | NA | NA | NA | … | … | 18.85 | 8.50 | 22.88 | 21.15 | 23.32 | 5.79 | 16.70 | 33.02 | 20.21 | 14.90 |
| Yield(%) | 0.00 | 0.00 | 1.89 | 3.09 | 5.86 | 3.91 | 2.93 | … | … | 0.00 | 0.00 | 1.63 | 3.88 | 4.73 | 7.88 | 0.00 | 5.87 | 3.82 | 2.85 |
Data as of 11/02/2018, Common starting date is 02/19/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGWBX (IVY MICRO CAP GROWTH FUND CLASS B) |
-3.36%
Feb 2014 – Feb 2017 |
1.97%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGWBX (IVY MICRO CAP GROWTH FUND CLASS B) |
29.78%
Mar 2009 – Mar 2012 |
26.28%
Mar 2009 – Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart