Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYVIX (Ivy Small Cap Core Fund Cl E) | NA | -38.52% | -15.40% | -8.86% | 0.26% | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYVIX (Ivy Small Cap Core Fund Cl E) | 04/10/2007 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -27.41 | -38.52 | -15.40 | -8.86 | 0.26 | NA | NA | … | … | -16.04 | 23.42 | -22.30 | 11.09 | 23.08 | -17.87 | -3.41 | 33.25 | 18.71 | -13.03 | 26.45 | 29.47 | -25.04 | -7.33 |
| Sharpe Ratio | NA | -0.39 | -0.24 | -0.13 | 0.15 | NA | NA | … | … | -0.62 | 1.59 | -0.99 | 0.81 | 1.36 | -0.88 | -0.21 | 2.46 | 1.24 | -0.45 | 1.11 | 1.00 | -0.69 | -0.65 |
| Standard Deviation(%) | NA | 36.26 | 26.25 | 23.57 | 21.50 | NA | NA | … | … | 51.20 | 13.93 | 23.97 | 12.97 | 16.74 | 20.33 | 16.36 | 13.52 | 15.18 | 28.72 | 23.65 | 29.52 | 37.35 | 19.76 |
| Draw Down(%) | NA | 40.82 | 49.47 | 49.47 | 49.47 | NA | NA | … | … | 40.82 | 10.01 | 37.14 | 7.34 | 10.33 | 21.54 | 14.59 | 5.78 | 12.96 | 31.12 | 21.15 | 23.91 | 39.06 | 14.59 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 3.14 | 2.24 | 1.68 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.16 | 4.44 | 8.64 | 0.00 | 0.00 | 0.00 | 5.69 |
Data as of 06/19/2020, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYVIX (Ivy Small Cap Core Fund Cl E) |
-9.74%
Mar 2017 – Mar 2020 |
-5.56%
Mar 2015 – Mar 2020 |
1.61%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYVIX (Ivy Small Cap Core Fund Cl E) |
23.10%
Feb 2009 – Feb 2012 |
22.07%
Feb 2009 – Feb 2014 |
10.08%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart