Ivy Funds Mutual Funds List
Here you can find all mutual funds issued by Ivy Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 7
- Avg. Expense Ratio
- 1.67%
- Avg. 1 Year Return
- 28.03%
- Avg. 5 Year Return
- 11.00%
- Median Risk/Return Score
- 32 / 100
Ivy Funds Mutual Funds List
7 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Delaware Ivy Energy Fund | Energy Equities | Apr 2, 2006 | 1.28% | 20.33% | 1.72% | 0.72% | 96 | ||||||||
| Delaware Ivy Global Bond Fund | Global Bonds | Apr 3, 2008 | 0.72% | 0.81% | 2.98% | 3.88% | 24 | ||||||||
| Delaware Ivy Asset Strategy Fund | Global Allocation | Apr 19, 1995 | 2.18% | 6.61% | 8.55% | 10.04% | 33 | ||||||||
| Delaware Ivy Small Cap Growth Fund | Small Cap Growth Equities | Sep 21, 1992 | 1.89% | 12.55% | 11.16% | 11.10% | 28 | ||||||||
| Delaware Ivy High Income Fund | High Yield Bonds | Jul 31, 1997 | 1.70% | -0.69% | 3.73% | 5.67% | 24 | ||||||||
| Delaware Ivy Science and Technology Fund | Technology Equities | Jul 30, 1997 | 2.14% | 39.92% | 27.56% | 9.54% | 86 | ||||||||
| Delaware Ivy Core Equity Fund | Large Cap Blend Equities | Sep 21, 1992 | 1.75% | 9.12% | 15.75% | 20.98% | 32 |
Explore top Ivy Funds Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Ivy Funds Mutual funds by Risk/Return Score
The top Ivy Funds Mutual funds by PortfoliosLab Risk/Return Score are IEYYX (96) and WSTCX (86).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Delaware Ivy Energy Fund | 96 | — | Apr 2006 | |
| Delaware Ivy Science and Technology Fund | 86 | — | Jul 1997 | |
| Delaware Ivy Asset Strategy Fund | 33 | — | Apr 1995 | |
| Delaware Ivy Core Equity Fund | 32 | — | Sep 1992 | |
| Delaware Ivy Small Cap Growth Fund | 28 | — | Sep 1992 |
Best-Performing Ivy Funds Mutual funds Over 5 Years
The top Ivy Funds Mutual funds is WSTCX (31.97%).
Across the lineup, Ivy Funds Mutual funds show an average 1-year return of 28.03% and an average 5-year return of 11.00%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Delaware Ivy Science and Technology Fund | 31.97% | — | Jul 1997 | |
| Delaware Ivy Core Equity Fund | 16.35% | — | Sep 1992 | |
| Delaware Ivy Energy Fund | 14.40% | — | Apr 2006 | |
| Delaware Ivy Asset Strategy Fund | 7.28% | — | Apr 1995 | |
| Delaware Ivy Small Cap Growth Fund | 4.53% | — | Sep 1992 |
Lowest-Cost Ivy Funds Mutual funds
The top Ivy Funds Mutual funds is IVSIX (0.72%).
With an average expense ratio of 1.67%, Ivy Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Delaware Ivy Global Bond Fund | 0.72% | — | Apr 2008 | |
| Delaware Ivy Energy Fund | 1.28% | — | Apr 2006 | |
| Delaware Ivy High Income Fund | 1.70% | — | Jul 1997 | |
| Delaware Ivy Core Equity Fund | 1.75% | — | Sep 1992 | |
| Delaware Ivy Small Cap Growth Fund | 1.89% | — | Sep 1992 |
Highest-Yield Ivy Funds Mutual funds
The top Ivy Funds Mutual funds is WTRCX (20.98%).
Across the lineup, Ivy Funds Mutual funds show an average dividend yield of 8.85%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Delaware Ivy Core Equity Fund | 20.98% | — | Sep 1992 | |
| Delaware Ivy Small Cap Growth Fund | 11.10% | — | Sep 1992 | |
| Delaware Ivy Asset Strategy Fund | 10.04% | — | Apr 1995 | |
| Delaware Ivy Science and Technology Fund | 9.54% | — | Jul 1997 | |
| Delaware Ivy High Income Fund | 5.67% | — | Jul 1997 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
WSTCX vs. ALARXWSTCX vs. XLKWSTCX vs. ALAFXWSTCX vs. SLMCXWSTCX vs. VOOIEYYX vs. XLEIEYYX vs. CSUIXIEYYX vs. BGLYXIEYYX vs. PRNEXIEYYX vs. MLPTXWTRCX vs. ACUSXWTRCX vs. IICAXWTRCX vs. FNSTXWTRCX vs. FLCPXWTRCX vs. VFFSXWRGCX vs. RYWCXWRGCX vs. QISGXWRGCX vs. AVALXWRGCX vs. FSELXWRGCX vs. VSGIXWASCX vs. JANIXWASCX vs. SPGMWASCX vs. SPYGWASCX vs. AOAWASCX vs. LFMIXWRHIX vs. CCLFXWRHIX vs. FOCIXWRHIX vs. CRDOXWRHIX vs. CPMPXWRHIX vs. CWFIXIVSIX vs. SPYIVSIX vs. VTILXIVSIX vs. DFSHXIVSIX vs. EAIIXIVSIX vs. UDBPX