Ivy Balanced Fund

Scorecard
3 / 5 Stars
Lipper
3 3 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 0.37 -1.28 -1.04 91
1-Month 3.97 0.79 -0.77 70
3-Month 1.90 -0.76 -1.38 93
6-Month 10.51 0.98 -3.14 84
1-Year 16.81 4.29 -3.05 68
3-Year (Annualized) 9.78 1.56 -0.61 35
5-Year (Annualized) 15.29 0.28 -5.85 94
10-Year (Annualized) 6.83 -0.22 -1.22 36