Ivy Balanced Fund

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 9.72
Mean 0.86
Sharpe Ratio 1.06
Bear Market Decile Rank 7

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
R-Squared 88.41
Beta 1.1
Alpha 1.25

See Also:

Top Ivy Funds Funds