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)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 15.86
Mean 1.17
Sharpe Ratio 0.88
Bear Market Decile Rank 80

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 85.63 95.34
Beta 1.2 0.9
Alpha -5.36 0.48

See Also:

Top Ivy Funds Funds