Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYCTX (IVY SMALL CAP CORE FUND CLASS T) | NA | -12.81% | NA | NA | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYCTX (IVY SMALL CAP CORE FUND CLASS T) | 07/06/2017 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.35 | -12.81 | NA | NA | NA | NA | NA | … | … | -16.07 | 24.44 | -10.50 | 3.73 |
| Sharpe Ratio | NA | -0.38 | NA | NA | NA | NA | NA | … | … | -0.62 | 1.65 | -0.65 | 0.53 |
| Standard Deviation(%) | NA | 36.28 | NA | NA | NA | NA | NA | … | … | 51.22 | 13.95 | 18.18 | 13.16 |
| Draw Down(%) | NA | 40.80 | NA | NA | NA | NA | NA | … | … | 40.80 | 10.05 | 27.60 | 9.02 |
| Yield(%) | 0.00 | 0.69 | 5.32 | 3.19 | 1.60 | 1.06 | 0.80 | … | … | 0.00 | 0.83 | 12.78 | 2.25 |
Data as of 06/19/2020, Common starting date is 07/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYCTX (IVY SMALL CAP CORE FUND CLASS T) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYCTX (IVY SMALL CAP CORE FUND CLASS T) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart