Finance Home - My Yahoo - Yahoo! - Help

Saturday, December 19, 2009, 1:17PM ET - U.S. Markets Closed. Dow  0.20% Nasdaq  1.45%

Ivy Asset Strategy E (IASEX)

On Dec 18: 21.85   0.01 (0.05%)

MORE ON IASEX

Quotes Summary Historical Prices Charts Interactive Basic Chart Basic Tech. Analysis News & Info Headlines Message Board Fund Profile Performance Holdings Risk Purchase Info Analyst Research Reports

Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Year to Date Return: 22.92% 5-Year Average Return: 13.24% Number of Years Up: 0 Number of Years Down: 1 Best 1-Yr Total Return (2008): -26.10% Worst 1-Yr Total Return (2008): -26.10% Best 3-Yr Total Return (N/A): N/A Worst 3-Yr Total Return (N/A): N/A LOAD ADJUSTED RETURNS   1-Year: 3.03% 3-Year: 7.37% 5-Year: 12.96% 10-Year: 10.18%
TRAILING RETURNS (%) VS. BENCHMARKS   Return IASEX Category Diff Index* Diff Year To Date 22.92 23.53 -0.61 N/A N/A 1-Month 5.30 3.25 2.05 N/A N/A 3-Month 8.32 6.12 2.2 N/A N/A 1-Year 28.77 29.33 -0.56 N/A N/A 3-Year 8.54 -0.02 8.56 N/A N/A 5-Year 13.24 5.42 7.82 N/A N/A Last Bull Market ( 28-Feb-09 to 30-Sep-09) 20.82 31.76 -10.94 N/A N/A Last Bear Market ( 31-Aug-08 to 31-Aug-09) -7.97 -4.11 -3.86 N/A N/A * Index means [ ] ANNUAL TOTAL RETURN (%) HISTORY   Year IASEX Category Diff 2009 N/A N/A N/A 2008 -26.10 -28.98 2.88 2007 N/A 11.39 N/A 2006 N/A 16.61 N/A 2005 N/A 6.56 N/A 2004 N/A 15.24 N/A 2003 N/A 25.32 N/A 2002 N/A -2.16 N/A 2001 N/A -3.23 N/A 2000 N/A 0.23 N/A 1999 N/A 21.83 N/A PAST QUARTERLY RETURNS (%) FOR IASEX   Q1 Q2 Q3 Q4 2009 3.48 2.67 12.79 N/A 2008 -2.66 1.88 -18.32 -8.77 2007 N/A N/A 12.34 11.62 2006 N/A N/A N/A N/A 2005 N/A N/A N/A N/A 2004 N/A N/A N/A N/A 2003 N/A N/A N/A N/A 2002 N/A N/A N/A N/A 2001 N/A N/A N/A N/A 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 135 260 51.92 1-Month 288 307 93.81 3-Month 137 305 44.92 6-Month 210 296 70.95 1-Year 121 234 51.71 3-Year 130 N/A 5-Year 86 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Performance for Another Symbol: Symbol Lookup • Top Performers by Style • Prospectus Finder