Ivy Small Cap Value Fund

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

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 2000 Value TR USD % Rank
Year-to-date 6.15 -0.98 1.95 23
1-Month 4.61 2.55 0.19 15
3-Month 2.96 -2.28 0.57 46
6-Month 6.15 -0.98 1.95 23
1-Year 22.05 -2.56 -0.49 71
3-Year (Annualized) 13.52 -3.06 -1.12 73
5-Year (Annualized) 17.72 -1.12 -2.16 87
10-Year (Annualized) 8.40 0.62 0.16 64