Ivy Balanced Fund

Scorecard
3 / 5 Stars
Lipper
4 4 3 4 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 4.03 0.85 -0.71 66
3-Month 2.14 -0.52 -1.14 86
6-Month 11.01 1.48 -2.63 78
1-Year 18.00 5.48 -1.86 51
3-Year (Annualized) 10.93 2.70 0.53 10
5-Year (Annualized) 16.58 1.57 -4.57 85
10-Year (Annualized) 8.02 0.97 -0.02 5