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 1.61 -0.05 -0.07 38
1-Month 3.81 0.63 0.40 45
3-Month 5.14 2.48 2.58 5
6-Month 14.79 5.26 4.49 4
1-Year 20.93 8.42 8.85 4
3-Year (Annualized) 9.97 1.74 3.01 7
5-Year (Annualized) 12.97 -2.04 -1.23 79
10-Year (Annualized) 11.57 4.52 4.35 7