Ivy Value Fund

Scorecard
3 / 5 Stars
Lipper
4 4 4 1 4
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 6.22 -0.92 -2.06 71
1-Month 1.98 -0.09 -0.64 68
3-Month 3.86 -1.38 -1.25 76
6-Month 6.22 -0.92 -2.06 71
1-Year 21.89 -2.72 -1.92 55
3-Year (Annualized) 14.68 -1.91 -2.24 61
5-Year (Annualized) 18.16 -0.68 -1.07 30
10-Year (Annualized) 7.64 -0.14 -0.38 41

Large Value Funds

Highest Returns (10-year)

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