Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WSCYX (IVY SMALL CAP GROWTH FUND CLASS Y) | 3.17% | 1.82% | 9.51% | -0.27% | 4.38% | 8.47% | 6.98% | 6.48% |
Data as of 07/16/2025, AR inception is 10/16/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSCYX (IVY SMALL CAP GROWTH FUND CLASS Y) | 10/16/2000 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -1.19 | 1.82 | 9.51 | -0.27 | 4.38 | 8.47 | 6.98 | 6.48 | 3.17 | 10.07 | 9.52 | -30.24 | -18.43 | 28.98 | 23.83 | -3.95 | 23.67 | 13.68 | -1.99 | 3.31 | 41.05 | 15.30 | -5.05 | 36.05 | 43.23 | -37.63 | 7.91 | 6.62 | 12.75 | 14.02 | 36.74 | -25.17 | -1.77 | -5.95 |
| Sharpe Ratio | NA | 0.11 | 0.25 | -0.08 | 0.12 | NA | NA | 0.21 | 0.07 | 0.17 | 0.27 | -0.92 | -0.52 | 0.73 | 1.28 | -0.25 | 1.86 | 0.71 | -0.11 | 0.19 | 2.83 | 0.88 | -0.16 | 1.71 | 1.56 | -1.00 | 0.27 | 0.23 | 0.76 | 0.81 | 2.19 | -1.09 | -0.14 | -0.84 |
| Standard Deviation(%) | NA | 25.89 | 23.64 | 27.82 | 25.81 | NA | NA | 24.05 | 28.77 | 20.37 | 19.50 | 34.49 | 35.25 | 39.43 | 17.55 | 21.20 | 12.41 | 18.97 | 18.05 | 16.91 | 14.48 | 17.42 | 32.67 | 20.99 | 27.67 | 38.59 | 18.08 | 14.39 | 13.97 | 16.14 | 16.45 | 24.12 | 29.33 | 35.57 |
| Draw Down(%) | NA | 25.01 | 25.01 | 51.26 | 51.26 | NA | NA | 55.08 | 22.95 | 10.85 | 19.65 | 32.30 | 32.97 | 38.67 | 13.19 | 27.74 | 5.92 | 16.88 | 14.54 | 14.43 | 6.48 | 12.03 | 29.33 | 13.74 | 20.69 | 50.46 | 12.02 | 15.44 | 9.00 | 15.28 | 9.58 | 36.31 | 31.79 | 19.23 |
| Yield(%) | 0.00 | 3.77 | 3.90 | 1.90 | 5.09 | 8.18 | 6.64 | 5.73 | 0.00 | 4.43 | 3.78 | 2.63 | 0.62 | 0.00 | 6.37 | 12.34 | 10.33 | 5.86 | 11.32 | 5.63 | 10.07 | 2.67 | 3.14 | 0.24 | 0.00 | 0.57 | 13.54 | 13.00 | 3.48 | 0.00 | 0.00 | 0.00 | 0.00 | 29.99 |
Data as of 07/16/2025, AR inception is 10/16/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSCYX (IVY SMALL CAP GROWTH FUND CLASS Y) |
-15.77%
Feb 2006 - Feb 2009 |
-4.82%
Feb 2004 - Feb 2009 |
2.79%
Oct 2013 - Oct 2023 |
5.62%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSCYX (IVY SMALL CAP GROWTH FUND CLASS Y) |
32.06%
Feb 2009 - Feb 2012 |
28.54%
Feb 2009 - Feb 2014 |
18.73%
Feb 2009 - Feb 2019 |
12.15%
Feb 2003 - Feb 2018 |
Annualized Rolling Returns Comparison Chart