Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WLGAX (IVY LARGE CAP GROWTH FUND CLASS A) | -1.87% | 7.38% | 11.36% | 8.00% | 10.69% | 12.68% | 10.09% | 7.63% |
Data as of 05/22/2025, AR inception is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLGAX (IVY LARGE CAP GROWTH FUND CLASS A) | 11/24/2000 | 05/22/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.70 | 7.38 | 11.36 | 8.00 | 10.69 | 12.68 | 10.09 | 7.63 | -1.87 | 21.95 | 33.57 | -34.90 | 18.42 | 22.42 | 36.52 | 2.37 | 29.04 | 1.17 | 6.76 | 11.32 | 35.57 | 10.50 | 1.85 | 14.49 | 24.58 | -38.14 | 29.34 | 3.30 | 14.37 | 5.94 | 28.97 | -19.78 | -23.50 | 3.46 |
| Sharpe Ratio | NA | 0.15 | 0.34 | 0.29 | 0.43 | NA | NA | 0.30 | -0.16 | 1.07 | 1.89 | -1.15 | 0.96 | 0.63 | 2.43 | 0.05 | 3.00 | 0.07 | 0.39 | 0.74 | 2.69 | 0.73 | 0.07 | 0.71 | 1.10 | -1.11 | 1.54 | 0.00 | 1.09 | 0.36 | 1.74 | -0.95 | -1.05 | 1.21 |
| Standard Deviation(%) | NA | 20.27 | 21.57 | 22.00 | 21.28 | NA | NA | 20.55 | 27.57 | 14.32 | 15.64 | 31.54 | 19.09 | 35.32 | 14.43 | 21.33 | 9.53 | 14.77 | 17.16 | 15.22 | 13.23 | 14.43 | 26.84 | 20.24 | 22.20 | 35.07 | 17.21 | 13.51 | 11.20 | 13.73 | 16.25 | 21.92 | 24.89 | 32.10 |
| Draw Down(%) | NA | 19.31 | 25.57 | 41.78 | 41.78 | NA | NA | 49.78 | 18.92 | 8.03 | 10.28 | 36.26 | 12.45 | 30.92 | 6.69 | 20.96 | 3.46 | 13.76 | 12.41 | 9.47 | 8.17 | 11.74 | 19.06 | 16.60 | 18.60 | 46.74 | 8.84 | 11.29 | 7.69 | 15.50 | 8.37 | 27.20 | 38.89 | 9.01 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.57 | 7.61 | 6.51 | 4.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.49 | 12.66 | 5.44 | 5.09 | 6.47 | 7.91 | 13.59 | 0.22 | 0.00 | 0.52 | 0.51 | 0.05 | 1.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.01 |
Data as of 05/22/2025, AR inception is 11/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLGAX (IVY LARGE CAP GROWTH FUND CLASS A) |
-11.25%
Feb 2006 - Feb 2009 |
-2.84%
Feb 2004 - Feb 2009 |
0.87%
Jan 2001 - Jan 2011 |
4.13%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLGAX (IVY LARGE CAP GROWTH FUND CLASS A) |
25.55%
Dec 2018 - Dec 2021 |
23.03%
Oct 2016 - Oct 2021 |
17.87%
Aug 2010 - Aug 2020 |
14.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart