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)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 13.72
Mean 1.24
Sharpe Ratio 1.08
Bear Market Decile Rank 83

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Mid Value TR USD
R-Squared 91.26 93.62
Beta 1.07 0.92
Alpha -2.37 -2.06

See Also:

Top Ivy Funds Funds