Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSGAX (IVY SMALL CAP GROWTH FUND CLASS A) | 12.88% | 26.19% | 15.72% | -3.38% | 6.16% | 6.86% | 7.07% | … | … |
Data as of 06/03/2026, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSGAX (IVY SMALL CAP GROWTH FUND CLASS A) | 11/24/2000 | 06/03/2026 |
| 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 (%) | -0.22 | 26.19 | 15.72 | -3.38 | 6.16 | 6.86 | 7.07 | … | … | 12.88 | 12.95 | 14.21 | 13.24 | -27.81 | -25.72 | 26.14 | 23.80 | -3.92 | 23.61 | 13.50 | -2.10 | 3.21 | 40.79 | 15.13 | -5.18 | 35.91 | 42.74 | -37.85 | 7.73 | 6.32 | 12.44 | 14.27 | 36.46 | -25.23 | -1.90 | -34.58 |
| Sharpe Ratio | NA | 0.76 | 0.50 | -0.19 | 0.16 | NA | NA | … | … | 1.52 | 0.27 | 0.53 | 0.51 | -0.83 | -0.60 | 0.65 | 1.27 | -0.25 | 1.86 | 0.70 | -0.12 | 0.19 | 2.83 | 0.87 | -0.16 | 1.71 | 1.54 | -1.00 | 0.25 | 0.20 | 0.73 | 0.82 | 2.18 | -1.10 | -0.15 | -0.72 |
| Standard Deviation(%) | NA | 34.33 | 26.91 | 32.07 | 28.44 | NA | NA | … | … | 21.92 | 37.31 | 19.95 | 19.11 | 35.33 | 42.90 | 39.84 | 17.59 | 21.19 | 12.39 | 19.03 | 18.09 | 16.92 | 14.42 | 17.39 | 32.63 | 20.91 | 27.71 | 38.64 | 18.08 | 14.39 | 14.01 | 16.10 | 16.39 | 24.05 | 29.33 | 143.50 |
| Draw Down(%) | NA | 24.51 | 25.00 | 55.35 | 55.68 | NA | NA | … | … | 12.16 | 22.91 | 9.84 | 19.67 | 31.88 | 38.97 | 38.69 | 13.24 | 27.71 | 5.87 | 16.87 | 14.59 | 14.46 | 6.43 | 12.05 | 29.33 | 13.68 | 20.70 | 50.60 | 12.02 | 15.51 | 8.97 | 15.31 | 9.61 | 36.41 | 31.84 | 41.41 |
| Yield(%) | 0.00 | 19.15 | 11.00 | 4.09 | 7.48 | 7.85 | 7.71 | … | … | 0.00 | 19.34 | 6.68 | 5.62 | 3.84 | 0.92 | 0.00 | 8.12 | 15.22 | 12.44 | 7.01 | 13.24 | 6.51 | 11.39 | 3.03 | 3.54 | 0.30 | 0.00 | 0.64 | 14.68 | 14.12 | 3.76 | 0.34 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| WSGAX (IVY SMALL CAP GROWTH FUND CLASS A) |
-17.19%
Nov 2020 – Nov 2023 |
-6.63%
Sep 2018 – Sep 2023 |
1.55%
Oct 2013 – Oct 2023 |
4.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSGAX (IVY SMALL CAP GROWTH FUND CLASS A) |
31.77%
Feb 2009 – Feb 2012 |
28.30%
Feb 2009 – Feb 2014 |
18.57%
Feb 2009 – Feb 2019 |
11.98%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart