Ivy Value Fund

Scorecard
3 / 5 Stars
Lipper
2 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 13.87
Mean 0.96
Sharpe Ratio 0.83
Bear Market Decile Rank 86

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 91.64 93.85
Beta 1.06 0.92
Alpha -3.58 -3.1

See Also:

Top Ivy Funds Funds