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
C (Hold)

Risk

Volatility Measurements

Updated 03.31.2014

Standard Deviation 13.89
Mean 1.07
Sharpe Ratio 0.92
Bear Market Decile Rank 83

Modern Portfolio Theory Statistics

Updated 03.31.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Mid Value TR USD
R-Squared 91.35 93.86
Beta 1.06 0.92
Alpha -2.62 -2.07

See Also:

Top Ivy Funds Funds