Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IVIYX (IVY GLOBAL GROWTH FUND CLASS Y) | 13.09% | 9.73% | -4.49% | -3.35% | 1.87% | 4.93% | 4.48% | 5.58% |
Data as of 07/03/2025, AR inception is 07/31/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVIYX (IVY GLOBAL GROWTH FUND CLASS Y) | 07/31/2003 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | 9.73 | -4.49 | -3.35 | 1.87 | 4.93 | 4.48 | 5.58 | 13.09 | 13.22 | 12.82 | -53.06 | 10.02 | 14.44 | 25.63 | -6.22 | 24.44 | -3.28 | 3.16 | 0.75 | 18.93 | 17.78 | -7.63 | 15.49 | 28.00 | -43.82 | 21.89 | 22.85 | 17.15 | 13.17 | 16.47 |
| Sharpe Ratio | NA | 0.36 | -0.24 | -0.14 | 0.00 | NA | NA | 0.18 | 1.05 | 0.48 | 0.64 | -0.85 | 0.61 | 0.42 | 1.93 | -0.43 | 2.90 | -0.23 | 0.21 | 0.06 | 1.67 | 1.18 | -0.30 | 0.78 | 1.11 | -1.17 | 0.99 | 1.28 | 1.42 | 0.88 | 3.61 |
| Standard Deviation(%) | NA | 19.21 | 38.53 | 32.33 | 26.64 | NA | NA | 23.15 | 22.41 | 13.76 | 13.48 | 64.49 | 16.49 | 33.51 | 12.55 | 17.56 | 8.24 | 15.21 | 15.20 | 11.45 | 11.35 | 15.11 | 25.18 | 19.62 | 25.12 | 38.20 | 19.22 | 15.41 | 10.58 | 13.92 | 11.91 |
| Draw Down(%) | NA | 17.66 | 45.97 | 57.14 | 57.14 | NA | NA | 57.39 | 16.82 | 8.88 | 9.08 | 54.17 | 11.63 | 33.70 | 7.23 | 20.90 | 3.17 | 14.73 | 13.39 | 13.02 | 9.78 | 14.29 | 24.21 | 16.45 | 21.71 | 53.88 | 13.14 | 17.56 | 7.64 | 11.68 | 3.72 |
| Yield(%) | 0.00 | 0.25 | 0.23 | 0.21 | 2.40 | 3.12 | 2.83 | 3.51 | 0.00 | 0.30 | 0.80 | 0.00 | 0.35 | 0.00 | 1.18 | 10.33 | 8.60 | 0.00 | 2.35 | 1.40 | 1.42 | 1.12 | 0.00 | 2.29 | 1.36 | 0.67 | 0.15 | 0.20 | 0.74 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 07/31/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVIYX (IVY GLOBAL GROWTH FUND CLASS Y) |
-16.70%
Apr 2021 - Apr 2024 |
-7.55%
Sep 2018 - Sep 2023 |
-0.35%
Oct 2013 - Oct 2023 |
-0.44%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVIYX (IVY GLOBAL GROWTH FUND CLASS Y) |
26.99%
Oct 2004 - Oct 2007 |
18.31%
Feb 2009 - Feb 2014 |
11.42%
Feb 2009 - Feb 2019 |
8.52%
Aug 2003 - Aug 2018 |
Annualized Rolling Returns Comparison Chart