Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMCEX (IVY MID CAP GROWTH FUND CLASS E) | NA | -27.72% | 8.07% | 13.01% | 12.27% | 9.67% | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMCEX (IVY MID 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 | -27.72 | 8.07 | 13.01 | 12.27 | 9.67 | NA | … | … | -30.09 | 2.03 | 48.35 | 37.80 | -0.09 | 26.99 | 6.06 | -6.26 | 7.53 | 29.31 | 12.86 | -0.91 | 29.77 | 48.40 | -38.57 | 7.06 |
| Sharpe Ratio | NA | -1.05 | 0.27 | 0.52 | 0.61 | NA | NA | … | … | -1.46 | 0.08 | 1.36 | 2.30 | -0.07 | 2.85 | 0.35 | -0.41 | 0.58 | 2.34 | 0.81 | -0.03 | 1.46 | 1.62 | -1.07 | 0.42 |
| Standard Deviation(%) | NA | 26.81 | 27.61 | 23.79 | 19.48 | NA | NA | … | … | 32.50 | 23.84 | 35.11 | 15.81 | 19.08 | 9.28 | 16.50 | 15.49 | 13.07 | 12.50 | 15.90 | 28.55 | 20.35 | 29.87 | 36.89 | 16.30 |
| Draw Down(%) | NA | 35.11 | 35.11 | 35.11 | 35.11 | NA | NA | … | … | 32.34 | 19.93 | 33.49 | 7.79 | 23.61 | 3.14 | 16.01 | 16.31 | 9.42 | 6.03 | 13.96 | 25.34 | 13.83 | 24.14 | 49.16 | 9.98 |
| Yield(%) | 0.00 | 12.22 | 12.41 | 12.74 | 11.84 | 9.86 | 7.67 | … | … | 0.00 | 14.00 | 13.65 | 7.01 | 9.50 | 9.47 | 4.24 | 9.13 | 10.52 | 4.12 | 0.65 | 2.74 | 0.00 | 0.00 | 0.00 | 0.00 |
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 |
|---|---|---|---|---|
| IMCEX (IVY MID CAP GROWTH FUND CLASS E) |
-2.74%
Jun 2007 – Jun 2010 |
3.80%
May 2007 – May 2012 |
7.36%
May 2007 – May 2017 |
9.56%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMCEX (IVY MID CAP GROWTH FUND CLASS E) |
34.76%
Feb 2009 – Feb 2012 |
26.95%
Feb 2009 – Feb 2014 |
18.00%
Feb 2009 – Feb 2019 |
9.87%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison Chart