Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITGRX (IVY GLOBAL GROWTH FUND CLASS N) | 5.52% | 14.47% | 17.87% | 8.70% | 11.57% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITGRX (IVY GLOBAL 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 (%) | -2.76 | 14.47 | 17.87 | 8.70 | 11.57 | NA | NA | … | … | 5.52 | 18.19 | 17.44 | 19.39 | -18.47 | 17.75 | 21.04 | 26.16 | -5.81 | 24.97 | -2.88 | 3.58 | -1.91 |
| Sharpe Ratio | NA | 1.24 | 1.07 | 0.18 | 0.33 | NA | NA | … | … | 1.15 | 0.89 | 1.04 | 1.29 | -0.24 | 1.22 | 0.63 | 1.97 | -0.41 | 2.95 | -0.20 | 0.23 | -0.37 |
| Standard Deviation(%) | NA | 13.46 | 14.94 | 39.29 | 30.89 | NA | NA | … | … | 17.02 | 17.29 | 13.23 | 12.34 | 83.00 | 14.56 | 33.12 | 12.53 | 17.57 | 8.27 | 15.18 | 15.19 | 12.16 |
| Draw Down(%) | NA | 10.68 | 16.80 | 44.80 | 44.80 | NA | NA | … | … | 10.68 | 16.80 | 8.89 | 9.03 | 44.80 | 5.71 | 33.69 | 7.16 | 20.82 | 3.15 | 14.69 | 13.23 | 10.74 |
| Yield(%) | 0.00 | 8.53 | 7.41 | 10.72 | 11.16 | 7.38 | 5.54 | … | … | 0.00 | 9.32 | 4.39 | 7.06 | 35.06 | 8.06 | 5.75 | 1.62 | 10.56 | 8.79 | 0.00 | 2.45 | 1.45 |
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 |
|---|---|---|---|---|
| ITGRX (IVY GLOBAL GROWTH FUND CLASS N) |
2.88%
Mar 2017 – Mar 2020 |
2.36%
Mar 2015 – Mar 2020 |
8.66%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITGRX (IVY GLOBAL GROWTH FUND CLASS N) |
22.44%
Sep 2022 – Sep 2025 |
16.18%
Dec 2016 – Dec 2021 |
12.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart