Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMGAX (IVY MID CAP GROWTH FUND CLASS A) | 2.93% | 5.22% | 4.67% | -0.34% | 10.60% | 9.64% | 9.38% | … | … |
Data as of 06/03/2026, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMGAX (IVY MID CAP GROWTH 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 (%) | 2.35 | 5.22 | 4.67 | -0.34 | 10.60 | 9.64 | 9.38 | … | … | 2.93 | 0.84 | 2.23 | 19.97 | -30.68 | 16.22 | 48.56 | 38.01 | -0.20 | 27.00 | 6.03 | -6.08 | 7.86 | 29.68 | 13.12 | -0.61 | 29.70 | 48.19 | -38.09 | 12.85 | 8.38 | 11.96 | 18.89 | 31.46 | -24.87 | -12.71 | -0.11 |
| Sharpe Ratio | NA | 0.21 | 0.08 | -0.14 | 0.40 | NA | NA | … | … | 0.23 | -0.09 | -0.08 | 0.84 | -0.93 | 0.88 | 1.37 | 2.32 | -0.08 | 2.85 | 0.35 | -0.40 | 0.60 | 2.37 | 0.83 | -0.02 | 1.45 | 1.61 | -1.06 | 0.64 | 0.40 | 0.88 | 1.36 | 1.86 | -1.03 | -0.92 | -0.18 |
| Standard Deviation(%) | NA | 17.35 | 19.93 | 23.36 | 22.33 | NA | NA | … | … | 19.88 | 22.95 | 17.63 | 19.70 | 34.66 | 18.47 | 35.09 | 15.78 | 19.12 | 9.28 | 16.55 | 15.45 | 13.06 | 12.50 | 15.85 | 28.54 | 20.41 | 29.92 | 36.88 | 15.32 | 12.50 | 11.08 | 13.14 | 16.54 | 25.29 | 16.76 | 29.91 |
| Draw Down(%) | NA | 16.16 | 26.59 | 39.42 | 39.42 | NA | NA | … | … | 14.40 | 24.38 | 12.70 | 21.59 | 36.52 | 11.34 | 33.48 | 7.77 | 23.65 | 3.16 | 16.02 | 16.28 | 9.44 | 6.02 | 13.94 | 25.27 | 13.83 | 24.29 | 48.78 | 9.89 | 12.29 | 7.94 | 10.95 | 10.59 | 36.47 | 25.52 | 8.87 |
| Yield(%) | 0.00 | 10.23 | 7.93 | 7.28 | 12.06 | 11.05 | 12.51 | … | … | 0.00 | 10.11 | 7.44 | 7.47 | 7.49 | 13.61 | 13.27 | 6.89 | 9.27 | 9.26 | 4.14 | 9.25 | 10.45 | 4.21 | 0.64 | 2.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.77 | 1.15 | 0.48 | 3.24 |
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 |
|---|---|---|---|---|
| WMGAX (IVY MID CAP GROWTH FUND CLASS A) |
-14.78%
Feb 2006 – Feb 2009 |
-3.36%
Feb 2004 – Feb 2009 |
5.23%
Jan 2001 – Jan 2011 |
5.43%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMGAX (IVY MID CAP GROWTH FUND CLASS A) |
34.84%
Feb 2009 – Feb 2012 |
27.16%
Feb 2009 – Feb 2014 |
18.13%
Feb 2009 – Feb 2019 |
15.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart