Ivy Asset Strategy Fund

Scorecard
2 / 5 Stars
Lipper
4 3 1 2 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 -1.35 -3.38 -3.25 95
1-Month -2.96 -3.33 -3.18 98
3-Month -1.35 -3.38 -3.25 95
6-Month 8.00 1.26 1.62 12
1-Year 17.03 6.08 6.09 5
3-Year (Annualized) 8.70 0.54 1.79 19
5-Year (Annualized) 11.80 -2.07 -1.40 80
10-Year (Annualized) 11.35 4.27 4.22 5