Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRGFX (IVY SMALL CAP GROWTH FUND CLASS N) | 10.89% | 24.56% | 15.52% | 2.79% | 10.89% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRGFX (IVY SMALL CAP GROWTH FUND CLASS N) | 08/01/2014 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.28 | 24.56 | 15.52 | 2.79 | 10.89 | NA | NA | … | … | 10.89 | 5.25 | 14.70 | 13.60 | -27.48 | 3.61 | 39.21 | 24.30 | -3.58 | 24.25 | 14.01 | -1.68 | 9.26 |
| Sharpe Ratio | NA | 1.35 | 0.65 | 0.04 | 0.40 | NA | NA | … | … | 1.54 | 0.09 | 0.56 | 0.53 | -0.84 | 0.16 | 0.99 | 1.30 | -0.24 | 1.91 | 0.73 | -0.09 | 1.47 |
| Standard Deviation(%) | NA | 19.99 | 21.53 | 24.45 | 24.23 | NA | NA | … | … | 21.98 | 27.80 | 19.90 | 19.07 | 34.60 | 22.84 | 39.02 | 17.53 | 21.21 | 12.38 | 18.98 | 18.08 | 16.09 |
| Draw Down(%) | NA | 12.18 | 24.93 | 37.52 | 38.68 | NA | NA | … | … | 12.18 | 22.87 | 9.83 | 19.57 | 31.73 | 14.90 | 38.68 | 13.14 | 27.65 | 5.88 | 16.86 | 14.50 | 9.30 |
| Yield(%) | 0.00 | 10.82 | 6.55 | 6.35 | 9.98 | 7.38 | 5.54 | … | … | 0.00 | 10.94 | 3.89 | 3.35 | 2.35 | 20.29 | 8.24 | 5.92 | 11.74 | 10.09 | 5.59 | 10.91 | 5.67 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| IRGFX (IVY SMALL CAP GROWTH FUND CLASS N) |
-6.66%
Apr 2021 – Apr 2024 |
0.84%
Mar 2021 – Mar 2026 |
6.88%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRGFX (IVY SMALL CAP GROWTH FUND CLASS N) |
21.50%
Feb 2016 – Feb 2019 |
22.76%
Feb 2016 – Feb 2021 |
11.89%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart