Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLGRX (IVY LARGE CAP GROWTH FUND CLASS R) | -1.15% | 7.24% | 14.11% | 9.43% | 15.15% | 13.90% | 11.26% | … | … |
Data as of 06/05/2026, Common starting date is 01/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLGRX (IVY LARGE CAP GROWTH FUND CLASS R) | 01/17/2006 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.17 | 7.24 | 14.11 | 9.43 | 15.15 | 13.90 | 11.26 | … | … | -1.15 | 0.48 | 21.45 | 32.93 | -35.68 | 17.82 | 21.42 | 35.98 | 2.07 | 28.67 | 0.75 | 6.47 | 10.95 | 35.05 | 10.19 | 1.56 | 13.72 | 24.17 | -38.36 | 28.89 | -1.87 |
| Sharpe Ratio | NA | 0.63 | 0.78 | 0.40 | 0.69 | NA | NA | … | … | 0.16 | -0.11 | 1.04 | 1.85 | -1.17 | 0.93 | 0.60 | 2.40 | 0.04 | 2.95 | 0.04 | 0.38 | 0.72 | 2.66 | 0.71 | 0.06 | 0.67 | 1.08 | -1.12 | 1.53 | -0.39 |
| Standard Deviation(%) | NA | 14.10 | 16.24 | 19.47 | 20.14 | NA | NA | … | … | 16.99 | 21.30 | 14.36 | 15.68 | 31.88 | 19.10 | 35.37 | 14.40 | 21.34 | 9.53 | 14.77 | 17.15 | 15.25 | 13.17 | 14.44 | 26.82 | 20.26 | 22.30 | 35.12 | 16.99 | 13.45 |
| Draw Down(%) | NA | 18.21 | 19.37 | 32.17 | 32.17 | NA | NA | … | … | 16.24 | 18.97 | 8.03 | 10.36 | 37.04 | 12.55 | 30.92 | 6.68 | 21.00 | 3.48 | 13.81 | 12.42 | 9.49 | 8.13 | 11.78 | 19.15 | 16.60 | 18.65 | 46.89 | 8.88 | 11.38 |
| Yield(%) | 0.00 | 9.21 | 6.04 | 7.12 | 11.51 | 12.56 | 11.26 | … | … | 0.00 | 9.23 | 2.23 | 4.44 | 8.97 | 11.69 | 8.36 | 15.91 | 13.03 | 5.62 | 5.23 | 6.62 | 8.06 | 13.55 | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 1.05 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLGRX (IVY LARGE CAP GROWTH FUND CLASS R) |
-11.50%
Feb 2006 – Feb 2009 |
-1.63%
Oct 2007 – Oct 2012 |
6.07%
Feb 2006 – Feb 2016 |
8.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLGRX (IVY LARGE CAP GROWTH FUND CLASS R) |
31.82%
Dec 2018 – Dec 2021 |
24.64%
Dec 2016 – Dec 2021 |
18.21%
Dec 2011 – Dec 2021 |
16.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart