Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWGIX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS I) | NA | -14.71% | 4.40% | 2.91% | 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 |
|---|---|---|
| IWGIX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS I) | 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 | -14.71 | 4.40 | 2.91 | NA | NA | NA | … | … | -15.06 | 9.33 | 12.89 | -14.27 | 11.52 | 11.30 | 18.59 | -9.18 |
| Sharpe Ratio | NA | -0.71 | 0.02 | 0.02 | NA | NA | NA | … | … | -0.74 | 0.74 | 1.10 | -1.05 | 1.36 | 0.52 | 2.35 | -1.35 |
| Standard Deviation(%) | NA | 27.03 | 17.48 | 15.31 | NA | NA | NA | … | … | 31.49 | 7.71 | 8.48 | 14.96 | 8.43 | 21.06 | 7.27 | 9.02 |
| Draw Down(%) | NA | 23.09 | 23.09 | 23.09 | NA | NA | NA | … | … | 23.09 | 3.98 | 8.32 | 21.51 | 4.05 | 26.59 | 4.15 | 11.76 |
| Yield(%) | 0.00 | 2.33 | 6.85 | 6.09 | 4.00 | 2.67 | 2.00 | … | … | 2.36 | 2.19 | 5.77 | 8.14 | 7.46 | 3.44 | 5.30 | 7.17 |
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 |
|---|---|---|---|---|
| IWGIX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS I) |
0.93%
Apr 2021 – Apr 2024 |
2.15%
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 |
|---|---|---|---|---|
| IWGIX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS I) |
13.75%
Dec 2018 – Dec 2021 |
9.87%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart