Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRGCX (IVY SMALL CAP GROWTH FUND CLASS C) | 13.69% | 26.61% | 15.33% | 15.40% | 15.19% | 12.79% | 11.21% | … | … |
Data as of 06/04/2026, Common starting date is 12/17/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRGCX (IVY SMALL CAP GROWTH FUND CLASS C) | 12/17/1992 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 26.61 | 15.33 | 15.40 | 15.19 | 12.79 | 11.21 | … | … | 13.69 | 12.23 | 13.37 | 237.23 | -28.46 | -38.15 | 21.01 | 22.88 | -4.54 | 22.66 | 12.83 | -2.67 | 2.55 | 39.91 | 14.34 | -5.84 | 34.60 | 41.94 | -38.35 | 7.01 | 5.76 | 11.72 | 12.95 | 35.31 | -25.82 | -2.64 | -17.25 | 62.08 | 45.05 | 18.18 | 0.85 | 29.73 | 10.38 | 21.47 | 1.43 |
| Sharpe Ratio | NA | 1.27 | 0.59 | 0.21 | 0.29 | NA | NA | … | … | 1.46 | 0.38 | 0.49 | 2.08 | -0.80 | -0.65 | 0.51 | 1.22 | -0.28 | 1.79 | 0.67 | -0.15 | 0.15 | 2.75 | 0.83 | -0.18 | 1.65 | 1.51 | -1.01 | 0.21 | 0.16 | 0.68 | 0.74 | 2.10 | -1.11 | -0.18 | -0.62 | 3.12 | 2.02 | 0.95 | -0.20 | 2.11 | 0.67 | 1.90 | 8.18 |
| Standard Deviation(%) | NA | 20.05 | 21.54 | 61.06 | 46.50 | NA | NA | … | … | 21.98 | 24.68 | 19.93 | 113.74 | 37.34 | 58.54 | 40.72 | 17.53 | 21.21 | 12.38 | 18.96 | 18.05 | 16.90 | 14.48 | 17.42 | 32.68 | 20.97 | 27.72 | 38.69 | 18.06 | 14.41 | 14.00 | 16.09 | 16.49 | 24.20 | 29.32 | 34.43 | 18.83 | 20.61 | 15.25 | 13.82 | 12.20 | 10.98 | 10.11 | 5.65 |
| Draw Down(%) | NA | 12.25 | 25.25 | 62.61 | 63.06 | NA | NA | … | … | 12.25 | 23.08 | 9.89 | 19.81 | 32.06 | 49.14 | 38.74 | 13.38 | 27.85 | 5.93 | 16.97 | 14.73 | 14.77 | 6.55 | 12.21 | 29.51 | 13.97 | 20.87 | 50.96 | 12.18 | 15.69 | 9.12 | 15.67 | 9.81 | 36.79 | 32.17 | 41.13 | 12.80 | 28.45 | 15.59 | 17.99 | 8.48 | 14.49 | 8.87 | 0.34 |
| Yield(%) | 0.00 | 12.42 | 11.06 | 8.92 | 10.70 | 9.97 | 8.96 | … | … | 0.00 | 12.52 | 12.23 | 29.41 | 6.41 | 0.70 | 0.00 | 10.53 | 18.31 | 14.85 | 8.30 | 15.20 | 7.36 | 12.17 | 3.35 | 3.87 | 0.00 | 0.00 | 0.68 | 14.83 | 14.75 | 3.89 | 0.00 | 0.00 | 0.00 | 0.00 | 27.63 | 22.00 | 10.12 | 2.86 | 1.47 | 0.00 | 0.00 | 0.00 | 0.04 |
Data as of 06/04/2026, Common starting date is 12/17/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRGCX (IVY SMALL CAP GROWTH FUND CLASS C) |
-21.72%
Feb 2000 – Feb 2003 |
-8.88%
Dec 2017 – Dec 2022 |
-1.88%
Feb 2000 – Feb 2010 |
2.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRGCX (IVY SMALL CAP GROWTH FUND CLASS C) |
62.50%
Dec 2022 – Dec 2025 |
34.63%
Feb 1995 – Feb 2000 |
17.76%
Feb 2009 – Feb 2019 |
16.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart