Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYSTX (IVY SMALL CAP GROWTH FUND CLASS T) | NA | -28.63% | NA | NA | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 07/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYSTX (IVY SMALL CAP GROWTH FUND CLASS T) | 07/07/2017 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -25.98 | -28.63 | NA | NA | NA | NA | NA | … | … | -1.00 | 15.83 | -17.73 | 82.58 |
| Sharpe Ratio | NA | -0.76 | NA | NA | NA | NA | NA | … | … | -0.49 | -0.40 | -1.55 | 2.50 |
| Standard Deviation(%) | NA | 38.43 | NA | NA | NA | NA | NA | … | … | 52.93 | 18.59 | 25.31 | 90.76 |
| Draw Down(%) | NA | 38.69 | NA | NA | NA | NA | NA | … | … | 38.69 | 13.21 | 38.19 | 12.59 |
| Yield(%) | 0.00 | 6.52 | 20.29 | 12.17 | 6.09 | 4.06 | 3.04 | … | … | 0.00 | 8.10 | 15.26 | 20.75 |
Data as of 06/19/2020, Common starting date is 07/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYSTX (IVY SMALL CAP GROWTH FUND CLASS T) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYSTX (IVY SMALL CAP GROWTH FUND CLASS T) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart