Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILCEX (IVY LARGE CAP GROWTH FUND CLASS E) | NA | -19.61% | 10.17% | 13.89% | 14.30% | 10.27% | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILCEX (IVY LARGE CAP GROWTH FUND CLASS E) | 04/10/2007 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.61 | 10.17 | 13.89 | 14.30 | 10.27 | NA | … | … | -26.27 | 18.40 | 30.59 | 36.25 | 2.01 | 29.01 | 1.17 | 6.71 | 11.33 | 35.60 | 10.43 | 1.93 | 14.08 | 24.61 | -38.13 | 23.92 |
| Sharpe Ratio | NA | -0.88 | 0.38 | 0.58 | 0.73 | NA | NA | … | … | -1.57 | 0.97 | 0.87 | 2.42 | 0.03 | 2.98 | 0.06 | 0.39 | 0.74 | 2.69 | 0.72 | 0.07 | 0.69 | 1.10 | -1.11 | 1.74 |
| Standard Deviation(%) | NA | 22.62 | 25.54 | 22.68 | 19.01 | NA | NA | … | … | 26.95 | 19.00 | 34.76 | 14.42 | 21.34 | 9.57 | 14.81 | 17.15 | 15.27 | 13.24 | 14.43 | 26.85 | 20.21 | 22.28 | 35.15 | 18.02 |
| Draw Down(%) | NA | 27.10 | 30.91 | 30.91 | 30.91 | NA | NA | … | … | 26.76 | 12.33 | 30.91 | 6.71 | 21.20 | 3.47 | 13.72 | 12.42 | 9.43 | 8.12 | 11.75 | 19.07 | 16.53 | 18.62 | 46.73 | 8.84 |
| Yield(%) | 0.00 | 9.40 | 10.84 | 11.49 | 12.36 | 9.36 | 7.30 | … | … | 0.00 | 11.47 | 7.94 | 15.43 | 12.66 | 5.44 | 5.09 | 6.47 | 7.92 | 13.60 | 0.22 | 0.00 | 0.12 | 0.51 | 0.05 | 1.00 |
Data as of 07/27/2022, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILCEX (IVY LARGE CAP GROWTH FUND CLASS E) |
-6.96%
Aug 2007 – Aug 2010 |
-1.32%
Oct 2007 – Oct 2012 |
7.07%
Oct 2007 – Oct 2017 |
10.31%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILCEX (IVY LARGE CAP GROWTH FUND CLASS E) |
32.48%
Dec 2018 – Dec 2021 |
25.07%
Dec 2016 – Dec 2021 |
18.60%
Dec 2011 – Dec 2021 |
10.66%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison Chart