Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYSIX (IVY SMALL CAP GROWTH FUND CLASS I) | 14.16% | 27.93% | 16.52% | -0.72% | 8.07% | 8.48% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYSIX (IVY SMALL CAP GROWTH FUND CLASS I) | 04/13/2007 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 27.93 | 16.52 | -0.72 | 8.07 | 8.48 | NA | … | … | 14.16 | 4.95 | 14.55 | 13.57 | -27.50 | -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 | 1.34 | 0.65 | -0.13 | 0.26 | NA | NA | … | … | 1.52 | 0.08 | 0.55 | 0.52 | -0.84 | -0.49 | 0.76 | 1.30 | -0.24 | 1.88 | 0.72 | -0.10 | 0.21 | 2.86 | 0.90 | -0.15 | 1.72 | 1.58 | -0.99 | 0.19 |
| Standard Deviation(%) | NA | 20.01 | 21.52 | 26.82 | 25.50 | NA | NA | … | … | 21.98 | 27.84 | 19.87 | 19.10 | 34.61 | 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 | 12.16 | 24.94 | 49.53 | 49.82 | NA | NA | … | … | 12.16 | 22.89 | 9.86 | 19.61 | 31.72 | 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 | 10.94 | 6.62 | 2.86 | 5.97 | 6.97 | 6.79 | … | … | 0.00 | 11.08 | 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 06/04/2026, Common starting date 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