Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMEAX (Ivy Capital Appreciation A) | NA | 16.71% | -1.06% | 1.69% | 2.81% | NA | NA | … | … |
Data as of 07/22/2011, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMEAX (Ivy Capital Appreciation A) | 11/24/2000 | 07/22/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.71 | -1.06 | 1.69 | 2.81 | NA | NA | … | … | 0.87 | 11.24 | 38.45 | -46.51 | 15.04 | 10.33 | 9.19 | 12.55 | 27.64 | -15.10 | -23.28 | -1.58 |
| Sharpe Ratio | NA | 1.27 | -0.04 | 0.03 | 0.07 | NA | NA | … | … | 0.12 | 0.62 | 1.57 | -1.05 | 0.78 | 0.60 | 0.70 | 0.91 | 1.81 | -0.83 | -1.25 | -0.69 |
| Standard Deviation(%) | NA | 13.09 | 30.85 | 26.29 | 21.59 | NA | NA | … | … | 12.52 | 18.08 | 24.37 | 44.96 | 15.52 | 11.80 | 9.97 | 12.78 | 14.89 | 19.44 | 20.74 | 28.43 |
| Draw Down(%) | NA | 7.56 | 49.80 | 58.73 | 58.73 | NA | NA | … | … | 7.19 | 17.48 | 21.58 | 55.80 | 9.00 | 10.96 | 6.20 | 11.67 | 8.45 | 23.30 | 35.96 | 10.12 |
| Yield(%) | 0.00 | 0.03 | 0.02 | 0.27 | 0.16 | 0.09 | 0.07 | … | … | 0.00 | 0.02 | 0.05 | 0.01 | 1.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/22/2011, 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 |
|---|---|---|---|---|
| WMEAX (Ivy Capital Appreciation A) |
-15.68%
Feb 2006 – Feb 2009 |
-6.53%
Feb 2004 – Feb 2009 |
0.62%
Jan 2001 – Jan 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMEAX (Ivy Capital Appreciation A) |
18.00%
Jan 2003 – Jan 2006 |
16.23%
Sep 2002 – Sep 2007 |
3.18%
Mar 2001 – Mar 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart