Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLGCX (IVY LARGE CAP GROWTH FUND CLASS C) | 1.38% | 9.63% | 14.58% | 9.44% | 14.94% | 13.60% | 10.90% | … | … |
Data as of 06/04/2026, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLGCX (IVY LARGE CAP GROWTH FUND CLASS C) | 11/24/2000 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 9.63 | 14.58 | 9.44 | 14.94 | 13.60 | 10.90 | … | … | 1.38 | -3.50 | 20.10 | 30.65 | -38.35 | 14.85 | 18.97 | 35.40 | 1.72 | 28.17 | 0.40 | 5.96 | 10.54 | 34.55 | 9.61 | 1.09 | 13.58 | 23.39 | -38.71 | 28.02 | 2.42 | 13.54 | 5.00 | 27.84 | -20.54 | -24.21 | 3.34 |
| Sharpe Ratio | NA | 0.58 | 0.74 | 0.37 | 0.66 | NA | NA | … | … | 0.12 | -0.28 | 0.94 | 1.66 | -1.19 | 0.72 | 0.52 | 2.35 | 0.02 | 2.90 | 0.01 | 0.35 | 0.69 | 2.61 | 0.67 | 0.04 | 0.67 | 1.05 | -1.12 | 1.48 | -0.06 | 1.01 | 0.30 | 1.65 | -0.99 | -1.08 | 1.16 |
| Standard Deviation(%) | NA | 14.12 | 16.23 | 19.48 | 20.15 | NA | NA | … | … | 17.03 | 23.01 | 14.42 | 16.06 | 33.57 | 20.47 | 35.72 | 14.43 | 21.34 | 9.54 | 14.77 | 17.15 | 15.24 | 13.23 | 14.42 | 26.82 | 20.27 | 22.23 | 35.16 | 17.02 | 13.51 | 11.23 | 13.73 | 16.45 | 21.98 | 24.81 | 32.09 |
| Draw Down(%) | NA | 18.37 | 19.48 | 32.44 | 32.44 | NA | NA | … | … | 16.30 | 19.03 | 8.07 | 10.47 | 39.64 | 14.42 | 30.93 | 6.70 | 21.04 | 3.52 | 13.82 | 12.46 | 9.49 | 8.25 | 11.83 | 19.22 | 16.67 | 18.84 | 47.17 | 8.85 | 11.65 | 7.88 | 15.77 | 8.54 | 27.61 | 39.24 | 8.98 |
| Yield(%) | 0.00 | 12.63 | 8.05 | 8.77 | 12.92 | 13.47 | 11.73 | … | … | 0.00 | 12.64 | 3.01 | 5.91 | 11.43 | 14.09 | 10.18 | 18.60 | 15.04 | 6.41 | 5.91 | 7.39 | 8.89 | 14.58 | 0.00 | 0.00 | 0.38 | 0.00 | 0.00 | 1.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.62 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| WLGCX (IVY LARGE CAP GROWTH FUND CLASS C) |
-12.04%
Feb 2006 – Feb 2009 |
-3.66%
Feb 2004 – Feb 2009 |
-0.03%
Jan 2001 – Jan 2011 |
3.25%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLGCX (IVY LARGE CAP GROWTH FUND CLASS C) |
31.24%
Dec 2018 – Dec 2021 |
24.13%
Dec 2016 – Dec 2021 |
17.72%
Dec 2011 – Dec 2021 |
15.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart