Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IYSIX (IVY SMALL CAP GROWTH FUND CLASS I) | 4.12% | 9.80% | 9.98% | 0.89% | 5.25% | 8.97% | NA | 7.49% |
Data as of 07/10/2025, AR inception is 04/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYSIX (IVY SMALL CAP GROWTH FUND CLASS I) | 04/13/2007 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.61 | 9.80 | 9.98 | 0.89 | 5.25 | 8.97 | NA | 7.49 | 4.12 | 10.87 | 10.18 | -29.76 | -16.34 | 30.18 | 24.31 | -3.65 | 23.95 | 13.90 | -1.73 | 3.55 | 41.36 | 15.63 | -4.72 | 36.08 | 43.77 | -37.51 | 4.68 |
| Sharpe Ratio | NA | 0.29 | 0.31 | -0.03 | 0.16 | NA | NA | 0.26 | 0.23 | 0.21 | 0.31 | -0.91 | -0.49 | 0.76 | 1.31 | -0.24 | 1.89 | 0.72 | -0.10 | 0.21 | 2.86 | 0.90 | -0.15 | 1.72 | 1.58 | -0.99 | 0.19 |
| Standard Deviation(%) | NA | 25.82 | 23.66 | 27.36 | 25.56 | NA | NA | 25.10 | 29.08 | 20.25 | 19.46 | 34.46 | 33.61 | 39.36 | 17.55 | 21.18 | 12.42 | 18.94 | 18.06 | 16.91 | 14.46 | 17.39 | 32.63 | 20.96 | 27.64 | 38.59 | 19.30 |
| Draw Down(%) | NA | 24.94 | 24.94 | 49.82 | 49.82 | NA | NA | 54.96 | 22.89 | 10.47 | 19.61 | 31.83 | 31.30 | 38.68 | 13.15 | 27.65 | 5.87 | 16.85 | 14.52 | 14.29 | 6.43 | 11.97 | 29.28 | 13.81 | 20.66 | 50.37 | 11.95 |
| Yield(%) | 0.00 | 3.56 | 3.49 | 1.85 | 5.04 | 8.01 | 5.96 | 6.62 | 0.00 | 3.93 | 3.38 | 2.37 | 0.87 | 0.00 | 5.96 | 11.74 | 10.00 | 5.60 | 10.93 | 5.43 | 9.97 | 2.60 | 3.06 | 0.00 | 0.00 | 0.56 | 12.99 |
Data as of 07/10/2025, AR inception is 04/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYSIX (IVY SMALL CAP GROWTH FUND CLASS I) |
-13.11%
Apr 2021 - Apr 2024 |
-3.57%
Sep 2018 - Sep 2023 |
3.37%
Oct 2013 - Oct 2023 |
6.11%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYSIX (IVY SMALL CAP GROWTH FUND CLASS I) |
32.31%
Feb 2009 - Feb 2012 |
28.80%
Feb 2009 - Feb 2014 |
19.01%
Feb 2009 - Feb 2019 |
12.51%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart