Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMGRX (IVY MID CAP GROWTH FUND CLASS R) | 3.70% | 5.47% | 4.66% | -0.80% | 10.26% | 9.45% | 9.15% | … | … |
Data as of 06/04/2026, Common starting date is 01/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMGRX (IVY MID CAP GROWTH FUND CLASS R) | 01/17/2006 | 06/04/2026 |
| 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 (%) | 1.20 | 5.47 | 4.66 | -0.80 | 10.26 | 9.45 | 9.15 | … | … | 3.70 | -8.07 | 1.97 | 19.67 | -30.90 | 15.73 | 48.09 | 37.54 | -0.51 | 26.58 | 5.75 | -6.39 | 7.53 | 29.34 | 12.77 | -0.85 | 29.64 | 48.24 | -38.17 | 12.80 | 4.71 |
| Sharpe Ratio | NA | 0.18 | 0.07 | -0.15 | 0.39 | NA | NA | … | … | 0.21 | -0.43 | -0.09 | 0.82 | -0.94 | 0.85 | 1.36 | 2.28 | -0.10 | 2.80 | 0.33 | -0.41 | 0.58 | 2.35 | 0.81 | -0.03 | 1.45 | 1.61 | -1.06 | 0.64 | 0.12 |
| Standard Deviation(%) | NA | 17.41 | 19.89 | 23.34 | 22.32 | NA | NA | … | … | 19.95 | 26.02 | 17.55 | 19.64 | 34.64 | 18.49 | 35.09 | 15.80 | 19.12 | 9.29 | 16.55 | 15.49 | 13.02 | 12.47 | 15.90 | 28.57 | 20.41 | 29.93 | 36.91 | 15.17 | 12.63 |
| Draw Down(%) | NA | 16.35 | 26.66 | 39.62 | 39.62 | NA | NA | … | … | 14.43 | 24.45 | 12.76 | 21.64 | 36.68 | 11.36 | 33.46 | 7.78 | 23.73 | 3.18 | 16.01 | 16.36 | 9.44 | 5.99 | 13.93 | 25.34 | 13.82 | 24.18 | 48.81 | 9.98 | 12.38 |
| Yield(%) | 0.00 | 10.95 | 8.39 | 7.40 | 12.07 | 11.11 | 12.38 | … | … | 0.00 | 10.84 | 7.92 | 7.90 | 7.85 | 13.81 | 13.61 | 6.80 | 9.50 | 9.44 | 4.21 | 9.07 | 10.46 | 4.09 | 0.65 | 2.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| WMGRX (IVY MID CAP GROWTH FUND CLASS R) |
-14.84%
Feb 2006 – Feb 2009 |
-2.22%
Apr 2021 – Apr 2026 |
6.28%
Feb 2006 – Feb 2016 |
8.38%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMGRX (IVY MID CAP GROWTH FUND CLASS R) |
34.67%
Feb 2009 – Feb 2012 |
26.91%
Feb 2009 – Feb 2014 |
17.84%
Feb 2009 – Feb 2019 |
15.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart