Ivy Value Fund

Scorecard
2 / 5 Stars
Lipper
2 2 4 1 5
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 5.75 -1.38 -2.53 81
1-Month 1.92 -0.15 -0.69 71
3-Month 3.64 -1.59 -1.46 82
6-Month 5.75 -1.38 -2.53 81
1-Year 20.76 -3.85 -3.05 73
3-Year (Annualized) 13.35 -3.23 -3.56 80
5-Year (Annualized) 16.51 -2.33 -2.72 70
10-Year (Annualized) 6.16 -1.62 -1.86 80

Large Value Funds

Highest Returns (10-year)

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