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
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 1.58 -0.08 -0.10 39
1-Month 3.79 0.62 0.39 45
3-Month 5.12 2.46 2.55 5
6-Month 14.78 5.25 4.47 4
1-Year 20.86 8.34 8.77 4
3-Year (Annualized) 9.92 1.69 2.96 7
5-Year (Annualized) 12.92 -2.09 -1.28 81
10-Year (Annualized) 11.49 4.44 4.27 8