Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISGEX (IVY SMALL CAP GROWTH FUND CLASS E) | NA | -27.56% | 2.37% | 6.94% | 10.23% | 8.52% | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISGEX (IVY SMALL 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 | -27.56 | 2.37 | 6.94 | 10.23 | 8.52 | NA | … | … | -24.82 | -26.84 | 38.47 | 23.73 | -4.16 | 23.62 | 13.45 | -2.26 | 3.06 | 40.67 | 15.01 | -5.19 | 35.96 | 43.06 | -38.05 | 2.80 |
| Sharpe Ratio | NA | -1.00 | 0.06 | 0.24 | 0.45 | NA | NA | … | … | -1.25 | -0.61 | 0.97 | 1.27 | -0.26 | 1.87 | 0.70 | -0.13 | 0.18 | 2.81 | 0.86 | -0.16 | 1.71 | 1.55 | -1.01 | 0.05 |
| Standard Deviation(%) | NA | 27.78 | 30.35 | 26.30 | 21.94 | NA | NA | … | … | 32.15 | 44.21 | 39.14 | 17.56 | 21.17 | 12.35 | 18.96 | 18.11 | 16.91 | 14.46 | 17.45 | 32.66 | 20.94 | 27.74 | 38.62 | 19.15 |
| Draw Down(%) | NA | 33.99 | 38.72 | 38.72 | 38.72 | NA | NA | … | … | 28.29 | 39.88 | 38.72 | 13.23 | 27.86 | 5.92 | 16.92 | 14.63 | 14.52 | 6.51 | 12.09 | 29.38 | 13.65 | 20.75 | 50.81 | 12.14 |
| Yield(%) | 0.00 | 26.75 | 17.00 | 15.41 | 14.55 | 11.49 | 8.73 | … | … | 0.00 | 29.40 | 11.70 | 8.21 | 15.36 | 12.53 | 7.07 | 13.31 | 6.53 | 11.31 | 3.04 | 3.55 | 0.36 | 0.00 | 0.64 | 13.60 |
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 |
|---|---|---|---|---|
| ISGEX (IVY SMALL CAP GROWTH FUND CLASS E) |
-3.12%
Jun 2007 – Jun 2010 |
3.34%
May 2007 – May 2012 |
8.37%
May 2007 – May 2017 |
8.24%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISGEX (IVY SMALL CAP GROWTH FUND CLASS E) |
31.85%
Feb 2009 – Feb 2012 |
28.28%
Feb 2009 – Feb 2014 |
18.50%
Feb 2009 – Feb 2019 |
8.48%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison Chart