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)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 9.72
Mean 0.91
Sharpe Ratio 1.11
Bear Market Decile Rank 6

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar US Market TR USD
R-Squared 88.36 96.38
Beta 1.1 0.74
Alpha 1.81 0.13

See Also:

Top Ivy Funds Funds