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Ivy Mid Cap Growth A (WMGAX)

19.60 Up 0.14(0.72%) May 27

Performance Overview as of Apr 29, 2016Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:1.05%
5-Year Average Return:6.16%
Number of Years Up:10
Number of Years Down:5
Best 1 Yr Total Return (2009-12-31):48.19%
Worst 1 Yr Total Return (2008-12-31):-38.09%
Best 3-Yr Total Return (N/A):24.08%
Worst 3-Yr Total Return (N/A):-8.85%
Load Adjusted Returns 
1-Year:-13.84%
3-Year:4.92%
5-Year:4.91%
10-Year:6.71%
Trailing Returns (%) vs. Benchmarks 
ReturnWMGAXCategoryDiffIndex*Diff
Year To Date1.05N/AN/AN/AN/A
1-Month1.79N/AN/AN/AN/A
3-Month12.27N/AN/AN/AN/A
1-Year-8.58N/AN/AN/AN/A
3-Year7.02N/AN/AN/AN/A
5-Year6.16N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)25.39N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-20.69N/AN/AN/AN/A
Annual Total Return (%) History () 
YearWMGAXCategoryDiff
2016N/AN/AN/A
2015
 
-6.08N/AN/A
2014
 
7.86N/AN/A
2013
 
29.68N/AN/A
2012
 
13.11N/AN/A
2011
 
-0.61N/AN/A
2010
 
29.70N/AN/A
2009
 
48.19N/AN/A
2008
 
-38.09N/AN/A
2007
 
12.85N/AN/A
2006
 
8.38N/AN/A
2005
 
11.96N/AN/A
2004
 
18.89N/AN/A
2003
 
30.42N/AN/A
2002
 
-25.84N/AN/A
2001
 
-12.71N/AN/A
2000N/AN/AN/A
Past Quarterly Returns (%) for WMGAX 
Q1Q2Q3Q4
2016-0.73N/AN/AN/A
20153.90-0.60-11.682.96
20141.212.52-2.166.26
20139.290.849.957.02
201213.12-7.685.063.09
20117.811.36-19.6713.22
20106.25-6.5214.0314.53
2009-3.2722.4019.264.96
2008-10.76-1.96-7.67-23.36
20073.157.262.21-0.21
20067.61-4.851.254.53
2005-4.405.116.674.46
20043.415.50-3.6513.10
2003-1.0417.542.179.74
2002-1.98-15.49-16.607.34
2001-12.996.70-16.3612.41
200017.00-7.54N/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date24N/A
1-Month9N/A
3-Month3N/A
6-Month17N/A
1-Year70N/A
3-Year72N/A
5-Year64N/A