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)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 9.72
Mean 0.98
Sharpe Ratio 1.2
Bear Market Decile Rank 8

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar US Market TR USD
R-Squared 88.54 96.45
Beta 1.12 0.75
Alpha 1.47 -0.43

See Also:

Top Ivy Funds Funds