Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMIGX (IVY MICRO CAP GROWTH FUND CLASS N) | NA | 18.51% | 11.30% | NA | NA | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMIGX (IVY MICRO CAP GROWTH FUND CLASS N) | 08/01/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.90 | 18.51 | 11.30 | NA | NA | NA | NA | … | … | 13.89 | 8.89 | 13.98 | -9.23 | 10.56 |
| Sharpe Ratio | NA | 0.92 | 0.58 | NA | NA | NA | NA | … | … | 0.79 | 0.59 | 0.67 | -0.47 | 1.49 |
| Standard Deviation(%) | NA | 18.85 | 18.23 | NA | NA | NA | NA | … | … | 19.33 | 14.15 | 20.33 | 19.63 | 18.34 |
| Draw Down(%) | NA | 18.04 | 25.69 | NA | NA | NA | NA | … | … | 18.04 | 8.34 | 22.73 | 20.61 | 9.56 |
| Yield(%) | 0.00 | 0.00 | 1.77 | 2.22 | 1.11 | 0.74 | 0.55 | … | … | 0.00 | 0.00 | 1.51 | 3.67 | 5.94 |
Data as of 11/02/2018, 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 |
|---|---|---|---|---|
| IMIGX (IVY MICRO CAP GROWTH FUND CLASS N) |
4.05%
Dec 2014 – Dec 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMIGX (IVY MICRO CAP GROWTH FUND CLASS N) |
18.05%
Sep 2015 – Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart