Ivy Value Fund

Scorecard
3 / 5 Stars
Lipper
3 3 4 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Performance

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - S&P 500 TR USD + / - Russell 1000 Value TR USD % Rank
Year-to-date 0.26 -0.70 -0.36 56
1-Month 3.00 -1.57 -1.32 96
3-Month 3.33 -0.18 0.16 26
6-Month 14.28 -0.79 0.82 23
1-Year 25.21 -0.17 1.77 31
3-Year (Annualized) 11.91 -2.44 -2.14 68
5-Year (Annualized) 21.67 -1.33 -1.51 41
10-Year (Annualized) 6.87 -0.29 -0.36 43