Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWGAX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS A) | NA | -15.27% | 3.96% | 2.54% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 02/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWGAX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS A) | 02/26/2018 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.27 | 3.96 | 2.54 | NA | NA | NA | … | … | -13.92 | 9.12 | 12.38 | -14.44 | 11.24 | 10.90 | 18.16 | -9.38 |
| Sharpe Ratio | NA | -0.70 | 0.03 | 0.02 | NA | NA | NA | … | … | -0.71 | 0.71 | 1.04 | -1.05 | 1.32 | 0.50 | 2.34 | -1.38 |
| Standard Deviation(%) | NA | 26.22 | 17.09 | 15.06 | NA | NA | NA | … | … | 30.55 | 7.76 | 8.44 | 15.09 | 8.51 | 21.06 | 7.15 | 9.02 |
| Draw Down(%) | NA | 22.46 | 22.46 | 22.46 | NA | NA | NA | … | … | 22.46 | 4.05 | 8.26 | 21.71 | 4.11 | 26.55 | 4.20 | 11.98 |
| Yield(%) | 0.00 | 2.15 | 6.63 | 5.87 | 3.84 | 2.56 | 1.92 | … | … | 2.18 | 1.98 | 5.74 | 7.95 | 7.23 | 3.20 | 5.00 | 6.93 |
Data as of 09/23/2025, Common starting date is 02/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWGAX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS A) |
0.61%
Apr 2021 – Apr 2024 |
1.79%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWGAX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS A) |
13.38%
Dec 2018 – Dec 2021 |
9.55%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart