Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYSBX (IVY SMALL CAP CORE FUND CLASS B) | NA | 1.22% | 10.77% | 7.97% | 10.25% | 6.80% | NA | … | … |
Data as of 02/14/2022, Common starting date is 12/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYSBX (IVY SMALL CAP CORE FUND CLASS B) | 12/22/2003 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.22 | 10.77 | 7.97 | 10.25 | 6.80 | NA | … | … | 0.00 | 16.68 | 6.01 | 23.07 | -11.45 | 12.20 | 27.28 | -6.97 | 5.83 | 31.45 | 16.73 | -14.26 | 24.37 | 27.09 | -26.23 | -5.81 | 14.81 | 2.39 | 14.26 | 1.71 |
| Sharpe Ratio | NA | 0.06 | 0.39 | 0.32 | 0.52 | NA | NA | … | … | 0.00 | 0.81 | 0.15 | 1.56 | -0.70 | 0.93 | 1.64 | -0.46 | 0.45 | 2.33 | 1.11 | -0.50 | 1.03 | 0.91 | -0.72 | -0.48 | 0.85 | 0.02 | 0.79 | 6.61 |
| Standard Deviation(%) | NA | 18.77 | 26.04 | 22.48 | 19.01 | NA | NA | … | … | NA | 20.63 | 38.02 | 13.91 | 18.20 | 12.50 | 16.39 | 15.06 | 13.06 | 13.51 | 15.18 | 28.73 | 23.64 | 29.52 | 37.39 | 18.31 | 13.55 | 13.49 | 16.80 | 15.67 |
| Draw Down(%) | NA | 9.51 | 40.90 | 42.35 | 42.35 | NA | NA | … | … | 0.00 | 9.51 | 40.90 | 10.20 | 27.77 | 7.42 | 10.43 | 12.47 | 12.21 | 5.91 | 13.20 | 31.71 | 21.34 | 24.20 | 39.90 | 15.21 | 12.65 | 9.39 | 13.76 | 1.23 |
| Yield(%) | 0.00 | 0.00 | 0.31 | 3.64 | 7.48 | 5.20 | 5.64 | … | … | 0.00 | 0.00 | 0.00 | 1.05 | 13.81 | 2.67 | 6.39 | 14.69 | 11.32 | 15.59 | 3.78 | 9.03 | 0.00 | 0.00 | 0.00 | 4.69 | 9.21 | 18.76 | 7.38 | 0.00 |
Data as of 02/14/2022, Common starting date is 12/22/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYSBX (IVY SMALL CAP CORE FUND CLASS B) |
-13.90%
Feb 2006 – Feb 2009 |
-5.28%
Feb 2004 – Feb 2009 |
3.93%
Jan 2006 – Jan 2016 |
4.38%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYSBX (IVY SMALL CAP CORE FUND CLASS B) |
21.05%
Feb 2009 – Feb 2012 |
20.15%
Feb 2009 – Feb 2014 |
13.56%
Feb 2009 – Feb 2019 |
7.90%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart