WMGBX - Ivy Mid Cap Growth B

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return25.27%
5-Year Average Return11.58%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Nov 29, 2017)46.72%
Worst 1 Yr Total Return (Nov 29, 2017)-38.90%
Best 3-Yr Total Return46.72%
Worst 3-Yr Total Return-9.84%

Trailing Returns (%) Vs. Benchmarks

ReturnWMGBXCategory
YTD25.27%23.29%
1-Month3.84%2.93%
3-Month9.10%8.49%
1-Year24.98%23.75%
3-Year7.05%9.19%
5-Year11.58%13.95%
10-Year8.06%7.65%
Last Bull Market24.71%26.91%
Last Bear Market-20.99%-21.76%

Annual Total Return (%) History

Year
WMGBXCategory
2017
N/AN/A
2016
5.23%6.03%
2015
-6.71%-0.95%
2014
6.95%7.00%
2013
28.67%34.93%
2012
12.09%14.07%
2011
-1.54%-3.96%
2010
28.48%24.61%
2009
46.72%39.11%
2008
-38.90%-43.77%
2007
11.82%15.09%
2006
7.25%9.00%
2005
10.73%9.84%
2004
17.43%13.23%
2003
29.03%35.96%
2002
-27.05%-27.24%
2001
-13.85%-19.98%
2000
N/A-4.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20176.44%5.52%4.84%N/A
2016-0.94%2.47%4.09%-0.40%
20153.77%-0.76%-11.88%2.80%
20140.94%2.36%-2.36%6.01%
20139.01%0.62%9.79%6.84%
201212.85%-7.92%4.89%2.83%
20117.54%1.16%-19.89%12.99%
20105.98%-6.76%13.73%14.32%
2009-3.46%22.15%18.76%4.77%
2008-10.95%-2.21%-7.98%-23.75%
20072.87%7.06%1.92%-0.38%
20067.34%-5.06%0.98%4.23%
2005-4.71%4.84%6.43%4.15%
20043.06%5.14%-3.80%12.66%
2003-1.37%17.26%1.97%9.41%
2002-2.33%-15.78%-16.98%6.82%
2001-13.37%6.28%-16.60%12.19%
2000-7.76%N/AN/AN/A

Rank In Category (By Total Return)

YTD34
1-Month18
3-Month34
1-Year40
3-Year83
5-Year89

Load Adjusted Returns

1-Year19.98%
3-Year6.23%
5-Year11.32%
10-Year8.06%