Ivy Value Fund

Scorecard
3 / 5 Stars
Lipper
2 2 4 2 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 5.77 -1.37 -2.51 80
1-Month 1.91 -0.16 -0.70 71
3-Month 3.62 -1.61 -1.48 83
6-Month 5.77 -1.37 -2.51 80
1-Year 20.92 -3.69 -2.90 70
3-Year (Annualized) 13.69 -2.89 -3.23 76
5-Year (Annualized) 17.06 -1.78 -2.17 56
10-Year (Annualized) 6.51 -1.27 -1.52 73

Large Value Funds

Highest Returns (10-year)

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