Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCEAX (IVY CORE EQUITY FUND CLASS A) | 8.88% | 21.06% | 21.27% | 7.35% | 11.34% | 11.08% | 9.43% | … | … |
Data as of 06/03/2026, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCEAX (IVY CORE EQUITY FUND CLASS A) | 11/24/2000 | 06/03/2026 |
| 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 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 21.06 | 21.27 | 7.35 | 11.34 | 11.08 | 9.43 | … | … | 8.88 | 15.10 | 25.79 | 23.52 | -27.78 | 14.24 | 18.94 | 31.16 | -4.54 | 20.39 | 3.50 | -0.74 | 9.11 | 32.29 | 18.20 | 0.87 | 20.35 | 23.13 | -34.82 | 13.71 | 14.35 | 7.90 | 9.37 | 17.26 | -22.63 | -18.16 | -17.14 |
| Sharpe Ratio | NA | 1.53 | 1.25 | 0.25 | 0.50 | NA | NA | … | … | 1.39 | 0.70 | 1.68 | 1.46 | -0.98 | 0.74 | 0.57 | 2.22 | -0.33 | 2.27 | 0.22 | -0.05 | 0.65 | 2.54 | 1.33 | 0.03 | 0.99 | 0.90 | -1.01 | 0.64 | 1.02 | 0.54 | 0.82 | 1.20 | -1.04 | -0.99 | -1.26 |
| Standard Deviation(%) | NA | 13.46 | 14.96 | 19.72 | 19.49 | NA | NA | … | … | 16.14 | 17.58 | 13.18 | 13.70 | 29.89 | 19.34 | 32.91 | 13.36 | 17.83 | 8.72 | 14.87 | 16.29 | 14.03 | 12.72 | 13.80 | 24.55 | 20.42 | 25.63 | 35.48 | 16.58 | 10.76 | 10.45 | 10.28 | 13.75 | 22.77 | 21.22 | 71.82 |
| Draw Down(%) | NA | 10.92 | 17.65 | 36.70 | 36.70 | NA | NA | … | … | 10.92 | 17.65 | 7.21 | 10.18 | 29.17 | 14.75 | 31.39 | 8.43 | 19.85 | 4.27 | 12.79 | 13.65 | 10.24 | 6.67 | 9.82 | 21.04 | 16.75 | 23.21 | 43.72 | 9.41 | 9.18 | 6.84 | 6.46 | 13.86 | 32.50 | 30.63 | 23.25 |
| Yield(%) | 0.00 | 14.32 | 14.48 | 7.06 | 8.85 | 9.71 | 8.49 | … | … | 0.00 | 14.81 | 14.21 | 13.77 | 0.39 | 0.53 | 0.28 | 12.47 | 13.55 | 7.14 | 3.86 | 7.00 | 7.98 | 7.21 | 1.32 | 3.73 | 2.02 | 0.26 | 0.17 | 9.60 | 11.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCEAX (IVY CORE EQUITY FUND CLASS A) |
-12.04%
Feb 2006 – Feb 2009 |
-3.45%
Feb 2004 – Feb 2009 |
0.96%
Dec 2000 – Dec 2010 |
3.86%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCEAX (IVY CORE EQUITY FUND CLASS A) |
25.06%
Feb 2009 – Feb 2012 |
23.35%
Feb 2009 – Feb 2014 |
15.14%
Sep 2011 – Sep 2021 |
12.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart