Ivy Value Fund

Scorecard
2 / 5 Stars
Lipper
1 2 4 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 13.85
Mean 0.93
Sharpe Ratio 0.8
Bear Market Decile Rank 88

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Mid Value TR USD
R-Squared 91.51 93.83
Beta 1.06 0.91
Alpha -3.95 -3.48

See Also:

Top Ivy Funds Funds