Ivy Asset Strategy Fund

Scorecard
3 / 5 Stars
Lipper
4 4 1 5 4
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 1.73 0.08 0.05 33
1-Month 3.89 0.72 0.49 40
3-Month 5.37 2.71 2.81 3
6-Month 15.34 5.81 5.03 2
1-Year 22.07 9.56 9.98 2
3-Year (Annualized) 11.02 2.80 4.06 3
5-Year (Annualized) 14.08 -0.93 -0.12 64
10-Year (Annualized) 12.32 5.27 5.10 5