Ivy Asset Strategy Fund

Scorecard
3 / 5 Stars
Lipper
4 3 1 2 5
Zacks Investment Research
1 (Strong 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 2 for one year, 4 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 2014-03-12

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Global Allocation TR % Rank
Year-to-date 1.66 0.00 -0.02 36
1-Month 3.84 0.67 0.44 43
3-Month 5.24 2.58 2.68 5
6-Month 15.00 5.48 4.70 4
1-Year 21.36 8.85 9.28 4
3-Year (Annualized) 10.38 2.15 3.42 6
5-Year (Annualized) 13.43 -1.58 -0.76 76
10-Year (Annualized) 11.82 4.77 4.61 6