Ivy Balanced Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 3 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Performance

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Aggressive Target Risk % Rank
Year-to-date 5.33 -0.45 -1.51 57
1-Month 2.22 0.66 -0.15 24
3-Month 4.40 0.73 -0.32 22
6-Month 5.33 -0.45 -1.51 57
1-Year 19.43 3.78 -3.37 47
3-Year (Annualized) 11.82 2.63 -0.18 20
5-Year (Annualized) 14.43 2.39 -1.95 44
10-Year (Annualized) 8.28 0.77 -0.29 5