Ivy Balanced Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 2 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 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 19.44 3.80 -3.35 47
3-Year (Annualized) 11.83 2.65 -0.16 20
5-Year (Annualized) 14.48 2.45 -1.89 42
10-Year (Annualized) 8.39 0.88 -0.19 3