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)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 13.73
Mean 1.13
Sharpe Ratio 0.98
Bear Market Decile Rank 89

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 91.22 93.71
Beta 1.07 0.92
Alpha -3.77 -3.47

See Also:

Top Ivy Funds Funds