Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYSCX (IVY SMALL CAP CORE FUND CLASS C) | 13.48% | 26.77% | 16.21% | -4.54% | 3.56% | 5.25% | 4.77% | … | … |
Data as of 06/05/2026, Common starting date is 12/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYSCX (IVY SMALL CAP CORE FUND CLASS C) | 12/22/2003 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 26.77 | 16.21 | -4.54 | 3.56 | 5.25 | 4.77 | … | … | 13.48 | 7.87 | 13.70 | 15.62 | -39.42 | -3.09 | 6.27 | 23.30 | -11.52 | 12.51 | 27.66 | -6.63 | 6.20 | 31.87 | 17.29 | -14.29 | 24.96 | 27.65 | -26.03 | -5.47 | 15.20 | 2.60 | 14.70 | 1.71 |
| Sharpe Ratio | NA | 1.68 | 0.75 | -0.25 | 0.09 | NA | NA | … | … | 2.09 | 0.24 | 0.61 | 0.67 | -0.91 | -0.10 | 0.16 | 1.57 | -0.71 | 0.95 | 1.67 | -0.44 | 0.47 | 2.36 | 1.14 | -0.50 | 1.05 | 0.93 | -0.72 | -0.47 | 0.87 | 0.03 | 0.82 | 6.60 |
| Standard Deviation(%) | NA | 15.32 | 18.14 | 27.89 | 25.31 | NA | NA | … | … | 16.72 | 20.71 | 16.59 | 17.90 | 44.90 | 31.30 | 38.06 | 13.88 | 18.21 | 12.52 | 16.38 | 15.10 | 13.08 | 13.51 | 15.19 | 28.75 | 23.69 | 29.52 | 37.39 | 18.32 | 13.59 | 13.54 | 16.81 | 15.67 |
| Draw Down(%) | NA | 9.10 | 24.80 | 54.87 | 54.87 | NA | NA | … | … | 9.10 | 22.91 | 8.30 | 15.28 | 41.36 | 26.91 | 40.92 | 10.21 | 27.96 | 7.39 | 10.41 | 12.39 | 12.18 | 5.93 | 13.14 | 31.62 | 21.28 | 24.02 | 39.74 | 15.08 | 12.58 | 9.33 | 13.63 | 1.23 |
| Yield(%) | 0.00 | 2.35 | 1.27 | 0.41 | 2.82 | 5.11 | 4.63 | … | … | 0.00 | 2.29 | 0.66 | 0.18 | 0.04 | 0.13 | 0.00 | 0.98 | 13.20 | 2.58 | 6.19 | 14.01 | 10.98 | 15.44 | 3.94 | 8.80 | 0.00 | 0.00 | 0.00 | 4.93 | 9.14 | 18.68 | 7.38 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| IYSCX (IVY SMALL CAP CORE FUND CLASS C) |
-17.29%
Apr 2021 – Apr 2024 |
-8.95%
Sep 2018 – Sep 2023 |
-0.01%
Oct 2013 – Oct 2023 |
2.81%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYSCX (IVY SMALL CAP CORE FUND CLASS C) |
21.44%
Feb 2009 – Feb 2012 |
20.54%
Feb 2009 – Feb 2014 |
13.88%
Feb 2009 – Feb 2019 |
8.21%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart