Ivy Small Cap Growth Fund Class Y (WSCYX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 4.30% | 2.55% | 1.75% |
Year-to-Date | 5.43% | 0.34% | 5.09% |
1 Year | 9.96% | 0.00% | 9.96% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
38%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 38% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.30%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,611
Real cost (fees + lost compounding)
$1,998
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
0.76%