Ivy Balanced Fund

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 5.18 -0.60 -1.66 65
1-Month 2.22 0.66 -0.14 24
3-Month 4.32 0.64 -0.40 26
6-Month 5.18 -0.60 -1.66 65
1-Year 19.01 3.37 -3.78 56
3-Year (Annualized) 11.49 2.31 -0.50 26
5-Year (Annualized) 14.11 2.07 -2.26 54
10-Year (Annualized) 8.00 0.49 -0.58 10