Ivy Asset Strategy Fund

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

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 2014-06-11

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Global Allocation TR % Rank
Year-to-date -0.53 -6.32 -6.55 96
1-Month 1.40 -0.16 -0.24 51
3-Month 0.76 -2.92 -3.29 97
6-Month -0.53 -6.32 -6.55 96
1-Year 19.55 3.91 2.92 7
3-Year (Annualized) 8.42 -0.76 0.48 33
5-Year (Annualized) 11.76 -0.28 0.33 41
10-Year (Annualized) 12.40 4.89 4.71 4