Home > Best Funds > Best Mutual Funds > Fund Category: Large Value > Ivy Value Fund

Ivy Value Fund

Scorecard
Morningstar 3 / 5 Stars
Lipper 4 4 4 1 4
Zacks Investment Research 1 (Strong Buy)
Standard & Poor's 3 / 5 Stars
TheStreet.com B (Buy)

Risk

Volatility Measurements

Updated 04.30.2013

Standard Deviation	16.7
Mean	0.93
Sharpe Ratio	0.66
Bear Market Decile Rank	83

Modern Portfolio Theory Statistics

Updated 04.30.2013

	Standard Index S&P 500 TR	Best Fit Index Russell Mid Cap Value TR USD
R-Squared	95.0	97.13
Beta	1.08	0.98
Alpha	-3.14	-2.89

See Also:

Top Ivy Funds Funds

WSTAX: Ivy Science and Technology Fund; Technology; 26.12% 1-Year

IYSAX: Ivy Small Cap Value Fund; Small Value; 22.17% 1-Year

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