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sector performance

Equity - Large-Cap Growth Funds

funds managed

fund total return standard deviation max drawdown
Ivy Large Cap Growth Fund;A 26.0 % 10.1 -3.9 %
Ivy Tax-Managed Equity Fund;I 26.0 % 9.3 -3.6 %

League Table - Rank 34/200 (1st quartile)

rank Manager Return
32 Larry J Puglia 32. Larry J Puglia 26.7%
33 Cindy Starke 33. Cindy Starke 26.0%
34 Bradley M. Klapmeyer 34. Bradley M. Klapmeyer 26.0%
35 Howard F. Ward 35. Howard F. Ward 25.8%
36 Jeffrey Bourke 36. Jeffrey Bourke 25.6%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2018)

year Annual Q1 Q2 Q3 Q4
2018 4.1% 5.7%
2017 29.7% 9.4% 3.5% 7.1% 6.9%
2016 -0.5% -4.4% 0.7% 4.9% -1.6%
2015 8.0% 4.6% 2.3% -5.9% 7.3%
2014 3.7%

Are you Bradley M. Klapmeyer?

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