Ivy Value Fund

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 6.01 -1.12 -2.27 76
1-Month 1.94 -0.12 -0.67 70
3-Month 3.74 -1.49 -1.36 79
6-Month 6.01 -1.12 -2.27 76
1-Year 21.43 -3.18 -2.38 63
3-Year (Annualized) 14.19 -2.39 -2.72 70
5-Year (Annualized) 17.64 -1.20 -1.59 43
10-Year (Annualized) 7.13 -0.66 -0.90 58

Large Value Funds

Highest Returns (10-year)

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