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Schultz: Businesses need to do more to help people

Yahoo Finance's Julia La Roche sits down with executive chairman and former CEO of Starbucks Howard Schultz

Ivy Mid Cap Growth A (WMGAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.99+0.06 (+0.26%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return15.49%
5-Year Average Return11.09%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Aug 30, 2017)48.19%
Worst 1 Yr Total Return (Aug 30, 2017)-38.09%
Best 3-Yr Total Return48.19%
Worst 3-Yr Total Return-8.85%

Trailing Returns (%) Vs. Benchmarks

ReturnWMGAXCategory
YTD15.49%13.62%
1-Month1.03%0.13%
3-Month4.55%2.79%
1-Year13.98%14.93%
3-Year5.67%6.80%
5-Year11.09%12.35%
10-Year8.33%7.03%
Last Bull Market25.39%26.71%
Last Bear Market-20.69%-21.74%

Annual Total Return (%) History

Year
WMGAXCategory
2017
N/AN/A
2016
6.03%6.03%
2015
-6.08%-0.95%
2014
7.86%7.00%
2013
29.68%34.93%
2012
13.11%14.07%
2011
-0.61%-3.96%
2010
29.70%24.61%
2009
48.19%39.11%
2008
-38.09%-43.77%
2007
12.85%15.09%
2006
8.38%9.00%
2005
11.96%9.84%
2004
18.89%13.23%
2003
30.42%35.96%
2002
-25.84%-27.24%
2001
-12.71%-19.98%
2000
N/A-4.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20176.72%5.72%N/AN/A
2016-0.73%2.69%4.26%-0.24%
20153.90%-0.60%-11.68%2.96%
20141.21%2.52%-2.16%6.26%
20139.29%0.84%9.95%7.02%
201213.12%-7.68%5.06%3.09%
20117.81%1.36%-19.67%13.22%
20106.25%-6.52%14.03%14.53%
2009-3.27%22.40%19.26%4.96%
2008-10.76%-1.96%-7.67%-23.36%
20073.15%7.26%2.21%-0.21%
20067.61%-4.85%1.25%4.53%
2005-4.40%5.11%6.67%4.46%
20043.41%5.50%-3.65%13.10%
2003-1.04%17.54%2.17%9.74%
2002-1.98%-15.49%-16.60%7.34%
2001-12.99%6.70%-16.36%12.41%
200017.00%-7.54%N/AN/A

Rank In Category (By Total Return)

YTD36
1-Month23
3-Month14
1-Year56
3-Year73
5-Year73

Load Adjusted Returns

1-Year7.42%
3-Year3.60%
5-Year9.79%
10-Year7.69%