Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTRCX (IVY CORE EQUITY FUND CLASS C) | 9.30% | 20.63% | 20.62% | 5.09% | 9.69% | 9.81% | 8.24% | … | … |
Data as of 06/04/2026, Common starting date is 12/17/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTRCX (IVY CORE EQUITY 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 (%) | -0.25 | 20.63 | 20.62 | 5.09 | 9.69 | 9.81 | 8.24 | … | … | 9.30 | 14.15 | 24.81 | 22.70 | -31.23 | 10.41 | 17.48 | 30.10 | -5.39 | 19.44 | 2.68 | -1.47 | 8.38 | 31.16 | 17.32 | 0.05 | 19.39 | 22.19 | -35.30 | 12.81 | 13.63 | 7.17 | 8.53 | 16.01 | -23.24 | -15.89 | 8.19 | 12.16 | 20.94 | 22.40 | 17.70 | 29.34 | -2.15 | 14.12 | 0.85 |
| Sharpe Ratio | NA | 1.45 | 1.19 | 0.12 | 0.41 | NA | NA | … | … | 1.32 | 0.64 | 1.63 | 1.40 | -1.02 | 0.49 | 0.52 | 2.15 | -0.38 | 2.16 | 0.17 | -0.09 | 0.60 | 2.44 | 1.26 | 0.00 | 0.95 | 0.86 | -1.02 | 0.59 | 0.95 | 0.47 | 0.72 | 1.12 | -1.07 | -0.90 | 0.20 | 0.65 | 1.13 | 1.10 | 1.17 | 2.34 | -0.44 | 1.31 | 3.79 |
| Standard Deviation(%) | NA | 13.43 | 14.92 | 20.74 | 20.02 | NA | NA | … | … | 16.10 | 17.65 | 12.99 | 13.70 | 32.04 | 21.19 | 32.91 | 13.33 | 17.88 | 8.74 | 14.94 | 16.29 | 13.99 | 12.77 | 13.83 | 24.51 | 20.41 | 25.72 | 35.47 | 16.56 | 10.79 | 10.51 | 10.44 | 13.68 | 22.77 | 20.62 | 19.73 | 13.59 | 15.43 | 16.90 | 11.86 | 10.82 | 11.76 | 9.08 | 6.44 |
| Draw Down(%) | NA | 11.06 | 17.78 | 41.27 | 41.27 | NA | NA | … | … | 11.06 | 17.78 | 7.21 | 10.34 | 32.48 | 17.00 | 31.48 | 8.47 | 20.11 | 4.39 | 12.85 | 14.04 | 10.32 | 6.76 | 9.97 | 21.24 | 16.99 | 23.38 | 44.07 | 9.45 | 9.33 | 7.01 | 6.54 | 13.89 | 32.82 | 30.98 | 10.42 | 8.33 | 14.96 | 10.50 | 10.54 | 5.66 | 11.09 | 4.66 | 0.38 |
| Yield(%) | 0.00 | 20.62 | 18.85 | 8.27 | 9.48 | 10.06 | 8.37 | … | … | 0.00 | 21.31 | 19.37 | 17.72 | 0.00 | 0.04 | 0.00 | 13.92 | 14.68 | 7.83 | 3.94 | 7.28 | 8.31 | 7.30 | 0.93 | 3.37 | 2.19 | 0.00 | 0.19 | 9.27 | 11.57 | 0.00 | 0.00 | 0.00 | 0.00 | 2.92 | 19.40 | 3.99 | 7.22 | 2.18 | 0.35 | 0.00 | 0.00 | 0.00 | 0.09 |
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 |
|---|---|---|---|---|
| WTRCX (IVY CORE EQUITY FUND CLASS C) |
-16.04%
Mar 2000 – Mar 2003 |
-4.69%
Apr 2000 – Apr 2005 |
-2.84%
Feb 1999 – Feb 2009 |
3.01%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTRCX (IVY CORE EQUITY FUND CLASS C) |
25.20%
Mar 1995 – Mar 1998 |
22.37%
Feb 2009 – Feb 2014 |
14.16%
Sep 2011 – Sep 2021 |
11.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart