Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGWIX (IVY MICRO CAP GROWTH FUND CLASS I) | NA | 18.29% | 11.08% | 6.31% | NA | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 02/18/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGWIX (IVY MICRO CAP GROWTH FUND CLASS I) | 02/18/2009 | 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 (%) | -0.97 | 18.29 | 11.08 | 6.31 | NA | NA | NA | … | … | 13.69 | 8.70 | 13.75 | -9.37 | -2.08 | 55.61 | 12.22 | -7.19 | 38.41 | 47.95 |
| Sharpe Ratio | NA | 0.90 | 0.57 | 0.33 | NA | NA | NA | … | … | 0.78 | 0.57 | 0.66 | -0.48 | -0.11 | 3.56 | 0.66 | -0.22 | 1.55 | 1.90 |
| Standard Deviation(%) | NA | 18.90 | 18.27 | 18.73 | NA | NA | NA | … | … | 19.39 | 14.18 | 20.37 | 19.60 | 19.20 | 15.60 | 18.62 | 32.51 | 24.66 | 29.68 |
| Draw Down(%) | NA | 18.12 | 25.73 | 37.26 | NA | NA | NA | … | … | 18.12 | 8.36 | 22.77 | 20.67 | 22.69 | 5.71 | 15.91 | 32.59 | 19.87 | 15.40 |
| Yield(%) | 0.00 | 0.00 | 1.77 | 3.20 | 6.71 | 4.47 | 3.35 | … | … | 0.00 | 0.00 | 1.52 | 3.68 | 5.45 | 8.00 | 0.00 | 7.34 | 4.55 | 4.25 |
Data as of 11/02/2018, Common starting date is 02/18/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGWIX (IVY MICRO CAP GROWTH FUND CLASS I) |
-2.08%
Feb 2014 – Feb 2017 |
3.46%
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 |
|---|---|---|---|---|
| IGWIX (IVY MICRO CAP GROWTH FUND CLASS I) |
32.14%
Mar 2009 – Mar 2012 |
28.41%
Mar 2009 – Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart