Ivy Asset Strategy Fund

Scorecard
3 / 5 Stars
Lipper
4 4 1 4 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 1.72 0.06 0.04 34
1-Month 3.89 0.72 0.49 39
3-Month 5.34 2.67 2.77 3
6-Month 15.24 5.71 4.93 2
1-Year 21.85 9.33 9.76 2
3-Year (Annualized) 10.78 2.56 3.82 4
5-Year (Annualized) 13.81 -1.20 -0.39 72
10-Year (Annualized) 12.41 5.36 5.20 4