Ivy Balanced Fund

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

Fund Performance

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Aggressive Target Risk % Rank
Year-to-date 0.50 -1.16 -0.91 87
1-Month 4.07 0.90 -0.67 63
3-Month 2.10 -0.56 -1.17 87
6-Month 10.90 1.37 -2.74 80
1-Year 17.68 5.16 -2.18 55
3-Year (Annualized) 10.64 2.41 0.24 14
5-Year (Annualized) 16.21 1.20 -4.93 89
10-Year (Annualized) 7.78 0.73 -0.26 8