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)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 13.78
Mean 1.21
Sharpe Ratio 1.05
Bear Market Decile Rank 84

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 91.38 93.75
Beta 1.07 0.92
Alpha -2.82 -2.51

See Also:

Top Ivy Funds Funds