Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWGCX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS C) | NA | -17.65% | 2.46% | 1.28% | 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 |
|---|---|---|
| IWGCX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS C) | 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 | -17.65 | 2.46 | 1.28 | NA | NA | NA | … | … | -17.59 | 8.24 | 11.62 | -15.16 | 10.30 | 9.96 | 17.30 | -10.04 |
| Sharpe Ratio | NA | -0.75 | -0.08 | -0.08 | NA | NA | NA | … | … | -0.77 | 0.61 | 0.94 | -1.11 | 1.19 | 0.46 | 2.19 | -1.45 |
| Standard Deviation(%) | NA | 29.55 | 18.77 | 16.24 | NA | NA | NA | … | … | 34.48 | 7.61 | 8.54 | 15.00 | 8.60 | 21.08 | 7.24 | 9.12 |
| Draw Down(%) | NA | 25.27 | 25.27 | 25.27 | NA | NA | NA | … | … | 25.27 | 4.09 | 8.49 | 22.18 | 4.18 | 26.79 | 4.30 | 12.64 |
| Yield(%) | 0.00 | 1.72 | 6.16 | 5.38 | 3.49 | 2.33 | 1.75 | … | … | 1.75 | 1.43 | 5.73 | 7.64 | 6.79 | 2.62 | 4.44 | 6.48 |
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 |
|---|---|---|---|---|
| IWGCX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS C) |
-0.21%
Apr 2021 – Apr 2024 |
0.53%
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 |
|---|---|---|---|---|
| IWGCX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS C) |
12.47%
Dec 2018 – Dec 2021 |
8.67%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart