Ivy Asset Strategy Fund

Scorecard
1 / 5 Stars
Lipper
4 3 1 3 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C- (Hold)

Fund Performance

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 3 for five years, and 2 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2014-04-10

Hypothetical Growth of $10,000

Updated 03.31.2014

Trailing Total Returns

Updated 03.31.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Global Allocation TR % Rank
Year-to-date -1.31 -3.34 -3.21 95
1-Month -2.94 -3.31 -3.16 98
3-Month -1.31 -3.34 -3.21 95
6-Month 8.14 1.40 1.75 11
1-Year 17.40 6.45 6.47 4
3-Year (Annualized) 9.04 0.88 2.13 15
5-Year (Annualized) 12.15 -1.72 -1.04 74
10-Year (Annualized) 11.58 4.50 4.45 5