Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWGNX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS N) | NA | -14.97% | 4.38% | 2.90% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 02/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWGNX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS N) | 02/27/2018 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.97 | 4.38 | 2.90 | NA | NA | NA | … | … | -13.72 | 9.53 | 12.90 | -14.21 | 11.56 | 11.19 | 18.68 | -8.29 |
| Sharpe Ratio | NA | -0.69 | 0.06 | 0.05 | NA | NA | NA | … | … | -0.70 | 0.77 | 1.10 | -1.05 | 1.37 | 0.52 | 2.41 | -1.24 |
| Standard Deviation(%) | NA | 26.31 | 17.10 | 15.06 | NA | NA | NA | … | … | 30.64 | 7.65 | 8.47 | 14.99 | 8.39 | 20.92 | 7.13 | 9.02 |
| Draw Down(%) | NA | 22.52 | 22.52 | 22.52 | NA | NA | NA | … | … | 22.52 | 4.05 | 8.26 | 21.49 | 4.00 | 26.55 | 4.19 | 11.65 |
| Yield(%) | 0.00 | 2.50 | 7.09 | 6.25 | 4.12 | 2.75 | 2.06 | … | … | 2.54 | 2.39 | 5.94 | 8.29 | 7.55 | 3.49 | 5.36 | 7.27 |
Data as of 09/23/2025, Common starting date is 02/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWGNX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS N) |
0.98%
Apr 2021 – Apr 2024 |
2.13%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWGNX (IVY WILSHIRE GLOBAL ALLOCATION FUND CLASS N) |
13.76%
Dec 2018 – Dec 2021 |
9.90%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart