Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WSGRX (IVY SMALL CAP GROWTH FUND CLASS R) | 3.08% | 2.96% | 6.09% | -3.96% | 2.80% | 6.71% | NA | 5.86% |
Data as of 07/31/2025, AR inception is 01/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSGRX (IVY SMALL CAP GROWTH FUND CLASS R) | 01/17/2006 | 07/31/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 2.96 | 6.09 | -3.96 | 2.80 | 6.71 | NA | 5.86 | 3.08 | 7.25 | 7.08 | -31.88 | -27.10 | 25.36 | 23.45 | -4.25 | 23.20 | 13.26 | -2.29 | 2.95 | 40.53 | 14.93 | -5.32 | 35.86 | 42.94 | -37.88 | 7.63 | 2.65 |
| Sharpe Ratio | NA | 0.09 | 0.17 | -0.18 | 0.06 | NA | NA | 0.18 | 0.08 | 0.03 | 0.14 | -0.95 | -0.61 | 0.63 | 1.26 | -0.26 | 1.83 | 0.69 | -0.13 | 0.17 | 2.81 | 0.86 | -0.16 | 1.70 | 1.54 | -1.00 | 0.26 | -0.04 |
| Standard Deviation(%) | NA | 25.40 | 23.86 | 30.50 | 27.30 | NA | NA | 25.50 | 27.99 | 20.96 | 20.02 | 35.00 | 44.13 | 39.87 | 17.55 | 21.24 | 12.40 | 18.98 | 18.08 | 16.90 | 14.42 | 17.38 | 32.70 | 21.02 | 27.75 | 38.65 | 18.01 | 14.41 |
| Draw Down(%) | NA | 25.10 | 25.10 | 56.67 | 56.67 | NA | NA | 56.67 | 22.98 | 12.91 | 19.67 | 33.80 | 40.05 | 38.67 | 13.25 | 27.78 | 5.91 | 16.92 | 14.66 | 14.54 | 6.51 | 12.09 | 29.36 | 13.65 | 20.70 | 50.64 | 12.00 | 15.58 |
| Yield(%) | 0.00 | 6.14 | 5.49 | 2.39 | 6.03 | 8.58 | 6.68 | 7.03 | 0.00 | 7.10 | 5.94 | 4.04 | 0.64 | 0.00 | 8.31 | 15.31 | 12.51 | 7.10 | 13.34 | 6.54 | 11.22 | 3.04 | 3.54 | 0.33 | 0.00 | 0.64 | 14.60 | 13.80 |
Data as of 07/31/2025, AR inception is 01/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSGRX (IVY SMALL CAP GROWTH FUND CLASS R) |
-17.93%
Nov 2020 - Nov 2023 |
-7.26%
Sep 2018 - Sep 2023 |
1.07%
Oct 2013 - Oct 2023 |
4.35%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSGRX (IVY SMALL CAP GROWTH FUND CLASS R) |
31.70%
Feb 2009 - Feb 2012 |
28.15%
Feb 2009 - Feb 2014 |
18.35%
Feb 2009 - Feb 2019 |
11.36%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart