Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYSAX (IVY SMALL CAP CORE FUND CLASS A) | 15.78% | 29.63% | 17.72% | -1.37% | 5.70% | 6.75% | 6.18% | … | … |
Data as of 06/03/2026, Common starting date is 03/25/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYSAX (IVY SMALL CAP CORE FUND CLASS A) | 03/25/1997 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 29.63 | 17.72 | -1.37 | 5.70 | 6.75 | 6.18 | … | … | 15.78 | 8.63 | 14.62 | 16.48 | -34.23 | 0.51 | 7.06 | 24.16 | -10.90 | 13.27 | 28.56 | -6.04 | 6.91 | 32.83 | 18.12 | -13.65 | 25.88 | 28.69 | -25.30 | -4.83 | 16.10 | 3.32 | 15.75 | 50.61 | -24.79 | 8.84 | 22.37 | -3.92 | -9.22 | 24.15 |
| Sharpe Ratio | NA | 1.70 | 0.79 | -0.17 | 0.17 | NA | NA | … | … | 2.14 | 0.28 | 0.66 | 0.72 | -0.92 | 0.02 | 0.18 | 1.63 | -0.68 | 1.01 | 1.72 | -0.40 | 0.53 | 2.43 | 1.20 | -0.48 | 1.09 | 0.97 | -0.70 | -0.43 | 0.94 | 0.08 | 0.88 | 2.58 | -0.96 | 0.32 | 1.16 | -0.64 | -0.73 | 2.01 |
| Standard Deviation(%) | NA | 15.62 | 18.29 | 25.62 | 24.08 | NA | NA | … | … | 16.69 | 20.92 | 16.76 | 17.94 | 39.05 | 29.11 | 38.05 | 13.94 | 18.21 | 12.56 | 16.45 | 15.08 | 13.08 | 13.47 | 15.18 | 28.72 | 23.63 | 29.49 | 37.40 | 18.45 | 13.59 | 13.54 | 16.81 | 19.32 | 27.14 | 20.19 | 15.63 | 11.39 | 17.33 | 14.26 |
| Draw Down(%) | NA | 9.12 | 24.50 | 49.13 | 49.13 | NA | NA | … | … | 9.12 | 22.73 | 8.23 | 15.09 | 36.36 | 24.58 | 40.84 | 10.07 | 27.82 | 7.35 | 10.32 | 12.22 | 11.96 | 5.85 | 13.01 | 31.26 | 21.19 | 24.04 | 39.22 | 14.93 | 12.51 | 9.15 | 13.36 | 17.97 | 41.11 | 24.92 | 9.23 | 16.51 | 32.16 | 8.73 |
| Yield(%) | 0.00 | 1.87 | 1.19 | 0.45 | 2.77 | 4.98 | 4.75 | … | … | 0.00 | 1.91 | 0.71 | 0.52 | 0.12 | 0.00 | 0.00 | 0.83 | 12.40 | 2.44 | 5.93 | 12.65 | 10.26 | 15.03 | 4.17 | 8.40 | 0.00 | 0.00 | 0.00 | 5.56 | 8.94 | 18.49 | 7.37 | 0.00 | 0.00 | 0.00 | 0.44 | 0.94 | 0.81 | 0.63 |
Data as of 06/03/2026, Common starting date is 03/25/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYSAX (IVY SMALL CAP CORE FUND CLASS A) |
-13.73%
Apr 2021 – Apr 2024 |
-6.35%
Sep 2018 – Sep 2023 |
1.74%
Oct 2013 – Oct 2023 |
4.29%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYSAX (IVY SMALL CAP CORE FUND CLASS A) |
28.52%
Mar 2003 – Mar 2006 |
21.45%
Feb 2009 – Feb 2014 |
14.70%
Feb 2009 – Feb 2019 |
11.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart