Ivy Small Cap Value Fund

Scorecard
2 / 5 Stars
Lipper
1 1 2 2 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
1 / 5 Stars
TheStreet.com
D+ (Sell)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 15.85
Mean 1.08
Sharpe Ratio 0.82
Bear Market Decile Rank 85

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Small Core TR USD
R-Squared 85.69 95.3
Beta 1.2 0.9
Alpha -6.34 -0.5

See Also:

Top Ivy Funds Funds