Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMGBX (IVY MID CAP GROWTH FUND CLASS B) | NA | 3.66% | 24.78% | 21.80% | 14.51% | 11.64% | 10.62% | … | … |
Data as of 02/14/2022, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMGBX (IVY MID CAP GROWTH FUND CLASS B) | 11/24/2000 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 3.66 | 24.78 | 21.80 | 14.51 | 11.64 | 10.62 | … | … | 0.00 | 12.85 | 47.07 | 36.79 | -0.95 | 25.98 | 5.23 | -6.72 | 6.95 | 28.67 | 12.09 | -1.53 | 28.48 | 46.72 | -38.90 | 11.82 | 7.25 | 10.73 | 17.43 | 29.03 | -27.05 | -13.85 | -0.15 |
| Sharpe Ratio | NA | 0.17 | 1.01 | 1.00 | 0.77 | NA | NA | … | … | 0.00 | 0.72 | 1.33 | 2.24 | -0.12 | 2.76 | 0.30 | -0.44 | 0.53 | 2.30 | 0.76 | -0.05 | 1.40 | 1.56 | -1.08 | 0.58 | 0.32 | 0.77 | 1.26 | 1.72 | -1.12 | -0.98 | -0.19 |
| Standard Deviation(%) | NA | 16.74 | 24.17 | 21.18 | 18.24 | NA | NA | … | … | NA | 17.83 | 35.12 | 15.80 | 19.10 | 9.23 | 16.51 | 15.48 | 13.06 | 12.47 | 15.90 | 28.52 | 20.34 | 29.96 | 36.90 | 15.25 | 12.48 | 11.06 | 13.13 | 16.45 | 25.25 | 16.79 | 29.97 |
| Draw Down(%) | NA | 11.38 | 33.53 | 33.53 | 33.53 | NA | NA | … | … | 0.00 | 11.38 | 33.53 | 7.83 | 23.81 | 3.22 | 16.09 | 16.54 | 9.52 | 6.09 | 14.06 | 25.48 | 14.01 | 24.43 | 49.24 | 10.02 | 12.56 | 8.22 | 10.98 | 11.43 | 37.80 | 26.14 | 8.92 |
| Yield(%) | 0.00 | 0.00 | 8.77 | 10.54 | 9.17 | 8.22 | 8.90 | … | … | 0.00 | 0.00 | 17.35 | 8.27 | 11.61 | 11.29 | 4.98 | 10.10 | 11.79 | 4.23 | 0.73 | 3.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.76 |
Data as of 02/14/2022, 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 |
|---|---|---|---|---|
| WMGBX (IVY MID CAP GROWTH FUND CLASS B) |
-15.68%
Feb 2006 – Feb 2009 |
-4.41%
Feb 2004 – Feb 2009 |
3.81%
Jan 2001 – Jan 2011 |
4.20%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMGBX (IVY MID CAP GROWTH FUND CLASS B) |
33.51%
Feb 2009 – Feb 2012 |
25.98%
Feb 2009 – Feb 2014 |
17.14%
Feb 2009 – Feb 2019 |
12.74%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart