Ivy Value Fund

Scorecard
3 / 5 Stars
Lipper
3 3 4 1 4
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 6.18 -0.95 -2.10 72
1-Month 2.02 -0.04 -0.59 65
3-Month 3.82 -1.41 -1.28 77
6-Month 6.18 -0.95 -2.10 72
1-Year 21.78 -2.83 -2.03 57
3-Year (Annualized) 14.50 -2.08 -2.42 64
5-Year (Annualized) 17.94 -0.89 -1.29 36
10-Year (Annualized) 7.40 -0.38 -0.63 49

Large Value Funds

Highest Returns (10-year)

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