Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYSYX (IVY SMALL CAP CORE FUND CLASS Y) | 16.42% | 30.08% | 16.64% | -0.44% | 6.22% | 7.30% | 6.74% | … | … |
Data as of 06/17/2026, Common starting date is 12/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYSYX (IVY SMALL CAP CORE FUND CLASS Y) | 12/22/2003 | 06/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.86 | 30.08 | 16.64 | -0.44 | 6.22 | 7.30 | 6.74 | … | … | 16.42 | 8.61 | 14.59 | 16.56 | -32.98 | 1.66 | 7.15 | 24.24 | -10.83 | 13.43 | 28.68 | -5.82 | 7.11 | 33.11 | 18.36 | -13.37 | 26.27 | 29.23 | -25.09 | -4.34 | 16.52 | 3.73 | 15.94 | 1.78 |
| Sharpe Ratio | NA | 1.73 | 0.78 | -0.13 | 0.19 | NA | NA | … | … | 2.44 | 0.28 | 0.66 | 0.73 | -0.92 | 0.06 | 0.18 | 1.64 | -0.67 | 1.02 | 1.74 | -0.39 | 0.54 | 2.44 | 1.22 | -0.47 | 1.11 | 0.99 | -0.69 | -0.41 | 0.97 | 0.11 | 0.89 | 6.81 |
| Standard Deviation(%) | NA | 15.74 | 18.10 | 25.01 | 23.77 | NA | NA | … | … | 17.11 | 20.67 | 16.62 | 17.90 | 37.62 | 28.44 | 38.17 | 13.90 | 18.22 | 12.53 | 16.40 | 15.05 | 13.09 | 13.53 | 15.17 | 28.73 | 23.63 | 29.57 | 37.39 | 18.32 | 13.57 | 13.54 | 16.80 | 15.99 |
| Draw Down(%) | NA | 9.02 | 24.51 | 47.54 | 47.54 | NA | NA | … | … | 9.02 | 22.78 | 8.22 | 15.10 | 35.07 | 23.77 | 40.82 | 10.05 | 27.79 | 7.37 | 10.35 | 12.21 | 11.97 | 5.79 | 12.97 | 31.19 | 21.14 | 23.92 | 39.09 | 14.72 | 12.36 | 9.11 | 13.36 | 1.23 |
| Yield(%) | 0.00 | 1.70 | 0.99 | 0.39 | 2.68 | 5.05 | 4.96 | … | … | 0.05 | 1.67 | 0.58 | 0.36 | 0.08 | 0.00 | 0.00 | 0.79 | 11.99 | 2.37 | 5.79 | 12.20 | 10.14 | 14.84 | 4.28 | 8.44 | 0.00 | 0.00 | 0.00 | 5.82 | 8.88 | 18.45 | 7.37 | 0.00 |
Data as of 06/17/2026, Common starting date is 12/22/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYSYX (IVY SMALL CAP CORE FUND CLASS Y) |
-12.86%
Apr 2021 – Apr 2024 |
-5.74%
Sep 2018 – Sep 2023 |
2.15%
Oct 2013 – Oct 2023 |
4.68%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYSYX (IVY SMALL CAP CORE FUND CLASS Y) |
22.78%
Feb 2009 – Feb 2012 |
21.80%
Feb 2009 – Feb 2014 |
14.94%
Feb 2009 – Feb 2019 |
9.25%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart