Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMGCX (IVY MID CAP GROWTH FUND CLASS C) | 0.68% | 1.95% | 3.20% | -1.85% | 9.46% | 8.77% | 8.47% | … | … |
Data as of 06/05/2026, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMGCX (IVY MID CAP GROWTH FUND CLASS C) | 11/24/2000 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.73 | 1.95 | 3.20 | -1.85 | 9.46 | 8.77 | 8.47 | … | … | 0.68 | -12.52 | -8.03 | 8.17 | -40.28 | -1.26 | 30.49 | 36.99 | -0.90 | 26.05 | 5.30 | -6.72 | 7.05 | 28.75 | 12.26 | -1.35 | 28.89 | 47.36 | -38.59 | 12.05 | 7.54 | 11.14 | 18.04 | 29.17 | -26.52 | -13.56 | -0.17 |
| Sharpe Ratio | NA | 0.15 | 0.04 | -0.17 | 0.36 | NA | NA | … | … | 0.18 | -0.55 | -0.73 | 0.18 | -1.12 | -0.05 | 0.82 | 2.26 | -0.12 | 2.76 | 0.31 | -0.44 | 0.54 | 2.31 | 0.77 | -0.05 | 1.41 | 1.58 | -1.07 | 0.60 | 0.34 | 0.81 | 1.31 | 1.72 | -1.09 | -0.96 | -0.20 |
| Standard Deviation(%) | NA | 17.40 | 19.87 | 23.34 | 22.31 | NA | NA | … | … | 19.94 | 28.36 | 20.03 | 21.92 | 37.45 | 25.55 | 36.91 | 15.78 | 19.08 | 9.25 | 16.55 | 15.47 | 13.05 | 12.45 | 15.93 | 28.60 | 20.36 | 29.83 | 36.91 | 15.22 | 12.54 | 11.12 | 13.09 | 16.53 | 25.31 | 16.75 | 29.76 |
| Draw Down(%) | NA | 16.54 | 26.77 | 39.88 | 39.88 | NA | NA | … | … | 14.50 | 24.48 | 16.81 | 21.73 | 41.83 | 22.03 | 33.54 | 7.84 | 23.82 | 3.19 | 16.09 | 16.42 | 9.50 | 6.04 | 14.07 | 25.42 | 13.95 | 24.19 | 49.12 | 9.99 | 12.55 | 8.19 | 10.93 | 11.46 | 37.53 | 26.02 | 8.86 |
| Yield(%) | 0.00 | 14.96 | 10.83 | 8.88 | 13.43 | 11.81 | 12.77 | … | … | 0.00 | 14.80 | 10.49 | 10.17 | 9.76 | 16.44 | 15.98 | 7.69 | 10.86 | 10.63 | 4.70 | 9.61 | 11.29 | 4.11 | 0.70 | 2.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.83 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| WMGCX (IVY MID CAP GROWTH FUND CLASS C) |
-15.40%
Feb 2006 – Feb 2009 |
-4.05%
Feb 2004 – Feb 2009 |
4.20%
Jan 2001 – Jan 2011 |
4.49%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMGCX (IVY MID CAP GROWTH FUND CLASS C) |
33.92%
Feb 2009 – Feb 2012 |
26.27%
Feb 2009 – Feb 2014 |
17.30%
Feb 2009 – Feb 2019 |
15.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart