Scorecard
3 / 5 Stars
Lipper
4 4 1 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D (Sell)

Risk

The fund's Value Line Risk Rank, a measure of volatility, is 4 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.

Value Line 2014-06-11

Volatility Measurements

Updated 06.30.2014

Standard Deviation 17.09
Mean 0.82
Sharpe Ratio 0.57
Bear Market Decile Rank 95

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar SEC/Basic Materials TR USD
R-Squared 81.59 88.35
Beta 1.89 0.74
Alpha -7.43 2.59

See Also:

Top Ivy Funds Funds

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