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    More On WMGBX


    Ivy Mid Cap Growth B (WMGBX)

    15.83 Down 0.68(4.12%) Jun 24

    Performance Overview as of May 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:2.39%
    5-Year Average Return:5.95%
    Number of Years Up:10
    Number of Years Down:5
    Best 1 Yr Total Return (2009-12-31):46.72%
    Worst 1 Yr Total Return (2008-12-31):-38.90%
    Best 3-Yr Total Return (N/A):22.89%
    Worst 3-Yr Total Return (N/A):-9.84%
    Load Adjusted Returns 
    1-Year:-12.37%
    3-Year:5.02%
    5-Year:5.64%
    10-Year:7.08%
    Trailing Returns (%) vs. Benchmarks 
    ReturnWMGBXCategoryDiffIndex*Diff
    Year To Date2.39N/AN/AN/AN/A
    1-Month1.62N/AN/AN/AN/A
    3-Month11.81N/AN/AN/AN/A
    1-Year-8.28N/AN/AN/AN/A
    3-Year5.84N/AN/AN/AN/A
    5-Year5.95N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)24.71N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-20.99N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearWMGBXCategoryDiff
    2016N/AN/AN/A
    2015
     
    -6.71N/AN/A
    2014
     
    6.95N/AN/A
    2013
     
    28.67N/AN/A
    2012
     
    12.09N/AN/A
    2011
     
    -1.54N/AN/A
    2010
     
    28.48N/AN/A
    2009
     
    46.72N/AN/A
    2008
     
    -38.90N/AN/A
    2007
     
    11.82N/AN/A
    2006
     
    7.25N/AN/A
    2005
     
    10.73N/AN/A
    2004
     
    17.43N/AN/A
    2003
     
    29.03N/AN/A
    2002
     
    -27.05N/AN/A
    2001
     
    -13.85N/AN/A
    2000N/AN/AN/A
    Past Quarterly Returns (%) for WMGBX 
    Q1Q2Q3Q4
    2016-0.94N/AN/AN/A
    20153.77-0.76-11.882.80
    20140.942.36-2.366.01
    20139.010.629.796.84
    201212.85-7.924.892.83
    20117.541.16-19.8912.99
    20105.98-6.7613.7314.32
    2009-3.4622.1518.764.77
    2008-10.95-2.21-7.98-23.75
    20072.877.061.92-0.38
    20067.34-5.060.984.23
    2005-4.714.846.434.15
    20043.065.14-3.8012.66
    2003-1.3717.261.979.41
    2002-2.33-15.78-16.986.82
    2001-13.376.28-16.6012.19
    2000-7.76N/AN/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date32N/A
    1-Month80N/A
    3-Month19N/A
    6-Month29N/A
    1-Year68N/A
    3-Year81N/A
    5-Year82N/A