Ivy Value Fund

Scorecard
3 / 5 Stars
Lipper
4 4 4 2 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B (Buy)

Fund Performance

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - S&P 500 TR USD + / - Russell 1000 Value TR USD % Rank
Year-to-date 6.34 -0.80 -1.94 68
1-Month 2.01 -0.05 -0.60 66
3-Month 3.93 -1.30 -1.17 73
6-Month 6.34 -0.80 -1.94 68
1-Year 22.16 -2.45 -1.65 51
3-Year (Annualized) 14.94 -1.65 -1.98 57
5-Year (Annualized) 18.48 -0.36 -0.75 22
10-Year (Annualized) 7.79 0.00 -0.24 36

Large Value Funds

Highest Returns (10-year)

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