Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMEBX (Ivy Capital Appreciation B) | NA | 15.98% | -1.94% | 0.74% | 1.85% | NA | NA | … | … |
Data as of 07/22/2011, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMEBX (Ivy Capital Appreciation B) | 11/24/2000 | 07/22/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.98 | -1.94 | 0.74 | 1.85 | NA | NA | … | … | 0.60 | 10.28 | 37.00 | -47.03 | 13.89 | 9.12 | 8.21 | 11.43 | 26.35 | -15.81 | -24.11 | -1.70 |
| Sharpe Ratio | NA | 1.22 | -0.07 | 0.00 | 0.02 | NA | NA | … | … | 0.08 | 0.56 | 1.52 | -1.07 | 0.71 | 0.50 | 0.61 | 0.82 | 1.73 | -0.87 | -1.29 | -0.72 |
| Standard Deviation(%) | NA | 13.04 | 30.80 | 26.23 | 21.56 | NA | NA | … | … | 12.45 | 18.08 | 24.29 | 44.85 | 15.45 | 11.75 | 9.93 | 12.85 | 14.85 | 19.48 | 20.79 | 28.42 |
| Draw Down(%) | NA | 7.63 | 49.95 | 59.17 | 59.17 | NA | NA | … | … | 7.26 | 17.56 | 21.68 | 56.21 | 9.07 | 11.05 | 6.23 | 12.33 | 8.51 | 23.69 | 36.41 | 10.17 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.08 | 0.04 | 0.02 | 0.02 | … | … | 0.00 | 0.00 | 0.00 | 0.01 | 0.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/22/2011, 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 |
|---|---|---|---|---|
| WMEBX (Ivy Capital Appreciation B) |
-16.58%
Feb 2006 – Feb 2009 |
-7.49%
Feb 2004 – Feb 2009 |
-0.36%
Jan 2001 – Jan 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMEBX (Ivy Capital Appreciation B) |
16.89%
Jan 2003 – Jan 2006 |
15.10%
Sep 2002 – Sep 2007 |
2.18%
Mar 2001 – Mar 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart