Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVNCX (IVY GLOBAL GROWTH FUND CLASS C) | 8.00% | 16.40% | 17.62% | -8.94% | 0.82% | 1.71% | 1.98% | … | … |
Data as of 06/04/2026, Common starting date is 10/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVNCX (IVY GLOBAL GROWTH FUND CLASS C) | 10/18/1996 | 06/04/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.40 | 17.62 | -8.94 | 0.82 | 1.71 | 1.98 | … | … | 8.00 | 16.80 | 16.17 | 18.17 | -63.17 | 7.99 | 12.04 | 24.57 | -6.98 | 23.42 | -4.12 | 2.29 | -0.11 | 17.80 | 16.54 | -8.59 | 14.21 | 26.31 | -44.41 | 20.68 | 21.67 | 16.02 | 12.02 | 24.94 | -21.99 | -21.84 | -17.76 | 20.22 | 6.46 | 9.50 | 5.51 |
| Sharpe Ratio | NA | 1.13 | 0.98 | -0.28 | -0.02 | NA | NA | … | … | 1.07 | 0.81 | 0.95 | 1.19 | -0.75 | 0.47 | 0.35 | 1.84 | -0.48 | 2.77 | -0.28 | 0.15 | -0.01 | 1.57 | 1.10 | -0.34 | 0.72 | 1.04 | -1.18 | 0.92 | 1.19 | 1.30 | 0.79 | 1.73 | -1.04 | -1.30 | -1.50 | 1.40 | 0.15 | 0.42 | 3.87 |
| Standard Deviation(%) | NA | 13.48 | 14.93 | 41.10 | 32.11 | NA | NA | … | … | 17.02 | 17.27 | 13.23 | 12.35 | 86.62 | 16.95 | 33.72 | 12.56 | 17.55 | 8.26 | 15.23 | 15.17 | 11.46 | 11.34 | 15.11 | 25.22 | 19.63 | 25.14 | 38.19 | 19.19 | 15.41 | 10.55 | 13.92 | 13.97 | 22.17 | 18.90 | 14.62 | 12.04 | 19.92 | 13.69 | 7.08 |
| Draw Down(%) | NA | 10.81 | 16.90 | 66.74 | 66.74 | NA | NA | … | … | 10.81 | 16.90 | 8.96 | 9.27 | 64.05 | 12.55 | 33.76 | 7.39 | 21.03 | 3.18 | 14.81 | 13.74 | 13.21 | 9.86 | 14.49 | 24.55 | 16.57 | 21.97 | 54.27 | 13.23 | 17.66 | 7.74 | 12.08 | 14.52 | 32.66 | 36.22 | 22.49 | 8.29 | 26.74 | 13.57 | 1.81 |
| Yield(%) | 0.00 | 15.31 | 11.94 | 2.76 | 4.29 | 3.60 | 3.14 | … | … | 0.00 | 16.63 | 7.35 | 10.93 | 0.00 | 0.00 | 0.00 | 1.13 | 11.91 | 9.31 | 0.00 | 2.51 | 1.42 | 0.58 | 0.18 | 0.00 | 1.54 | 0.31 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 27.45 | 5.72 | 0.90 | 0.89 | 2.44 |
Data as of 06/04/2026, Common starting date is 10/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVNCX (IVY GLOBAL GROWTH FUND CLASS C) |
-23.62%
Dec 2019 – Dec 2022 |
-12.91%
Sep 2018 – Sep 2023 |
-3.73%
Mar 1999 – Mar 2009 |
-3.05%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVNCX (IVY GLOBAL GROWTH FUND CLASS C) |
25.75%
Oct 2004 – Oct 2007 |
20.39%
Sep 2002 – Sep 2007 |
10.36%
Feb 2009 – Feb 2019 |
8.23%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart