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)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 9.73
Mean 0.88
Sharpe Ratio 1.08
Bear Market Decile Rank 7

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar US Market TR USD
R-Squared 88.4 96.32
Beta 1.1 0.74
Alpha 1.54 -0.13

See Also:

Top Ivy Funds Funds