Ivy Asset Strategy Fund

Scorecard
4 / 5 Stars
Lipper
4 4 1 3 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 1.68 0.02 0.00 35
1-Month 3.85 0.68 0.45 43
3-Month 5.29 2.63 2.73 4
6-Month 15.21 5.68 4.91 3
1-Year 21.81 9.29 9.72 3
3-Year (Annualized) 10.76 2.54 3.80 4
5-Year (Annualized) 13.82 -1.18 -0.37 70
10-Year (Annualized) 12.42 5.37 5.21 3