Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISPVX (IVY SMALL CAP CORE FUND CLASS N) | 14.03% | 28.10% | 17.49% | 7.45% | 10.53% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISPVX (IVY SMALL CAP CORE 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 (%) | -0.37 | 28.10 | 17.49 | 7.45 | 10.53 | NA | NA | … | … | 14.03 | 9.05 | 14.98 | 16.89 | -15.15 | 21.02 | 7.60 | 24.78 | -10.45 | 13.91 | 29.12 | -5.43 | 5.90 |
| Sharpe Ratio | NA | 1.78 | 0.83 | 0.20 | 0.38 | NA | NA | … | … | 2.20 | 0.30 | 0.68 | 0.75 | -0.39 | 0.99 | 0.19 | 1.68 | -0.65 | 1.06 | 1.76 | -0.36 | 1.07 |
| Standard Deviation(%) | NA | 15.31 | 18.14 | 25.14 | 23.82 | NA | NA | … | … | 16.68 | 20.68 | 16.62 | 17.88 | 42.73 | 21.18 | 38.05 | 13.92 | 18.19 | 12.57 | 16.40 | 15.07 | 13.81 |
| Draw Down(%) | NA | 8.95 | 24.44 | 25.39 | 41.28 | NA | NA | … | … | 8.95 | 22.72 | 8.19 | 15.01 | 23.87 | 9.54 | 40.79 | 9.98 | 27.70 | 7.31 | 10.30 | 12.07 | 11.40 |
| Yield(%) | 0.00 | 1.91 | 1.27 | 6.47 | 7.38 | 5.76 | 4.32 | … | … | 0.20 | 1.76 | 0.77 | 0.45 | 17.22 | 18.56 | 0.00 | 0.99 | 12.24 | 2.42 | 5.94 | 11.93 | 9.73 |
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 |
|---|---|---|---|---|
| ISPVX (IVY SMALL CAP CORE FUND CLASS N) |
-4.28%
Mar 2017 – Mar 2020 |
1.60%
Mar 2015 – Mar 2020 |
7.78%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISPVX (IVY SMALL CAP CORE FUND CLASS N) |
19.34%
Sep 2015 – Sep 2018 |
15.81%
Feb 2016 – Feb 2021 |
11.54%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart