Ivy Balanced Fund

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 9.71
Mean 0.95
Sharpe Ratio 1.16
Bear Market Decile Rank 9

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
R-Squared 88.68
Beta 1.12
Alpha 1.15

See Also:

Top Ivy Funds Funds