Ivy Energy Fund

Fund Performance

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - MSCI ACWI NR USD + / - S&P 1500 Energy TR % Rank
Year-to-date 2.78 2.14 4.19 42
1-Month 6.78 1.95 1.58 21
3-Month 4.74 2.37 3.12 37
6-Month 11.03 -2.54 2.26 32
1-Year 18.83 0.67 4.51 26
3-Year (Annualized) 2.33 -6.02 -2.88 37
5-Year (Annualized) 17.98 -1.60 0.69 34