Ivy Balanced Fund

Scorecard
4 / 5 Stars
Lipper
5 4 3 2 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

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 2.07 -0.59 -1.20 88
6-Month 10.91 1.38 -2.73 80
1-Year 17.69 5.18 -2.16 55
3-Year (Annualized) 10.67 2.44 0.27 13
5-Year (Annualized) 16.28 1.27 -4.86 88
10-Year (Annualized) 7.89 0.84 -0.15 5