Ivy Balanced Fund

Scorecard
3 / 5 Stars
Lipper
4 4 3 4 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 4.95 -0.83 -1.89 72
1-Month 2.15 0.59 -0.22 34
3-Month 4.22 0.54 -0.51 35
6-Month 4.95 -0.83 -1.89 72
1-Year 18.53 2.89 -4.26 64
3-Year (Annualized) 10.96 1.78 -1.03 34
5-Year (Annualized) 13.54 1.51 -2.83 70
10-Year (Annualized) 7.35 -0.16 -1.23 30