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    Ivy Balanced A (IBNAX)

    21.49 Down 0.39(1.78%) Feb 8

    Performance Overview as of Jan 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:-4.00%
    5-Year Average Return:7.28%
    Number of Years Up:22
    Number of Years Down:6
    Best 1 Yr Total Return (2013-12-31):23.26%
    Worst 1 Yr Total Return (2008-12-31):-19.47%
    Best 3-Yr Total Return (N/A):13.82%
    Worst 3-Yr Total Return (N/A):-2.43%
    Load Adjusted Returns 
    1-Year:-8.77%
    3-Year:4.71%
    5-Year:6.02%
    10-Year:5.89%
    Trailing Returns (%) vs. Benchmarks 
    ReturnIBNAXCategoryDiffIndex*Diff
    Year To Date-4.00N/AN/AN/AN/A
    1-Month-4.00N/AN/AN/AN/A
    3-Month-5.98N/AN/AN/AN/A
    1-Year-3.20N/AN/AN/AN/A
    3-Year6.80N/AN/AN/AN/A
    5-Year7.28N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)18.75N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-11.74N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearIBNAXCategoryDiff
    2015
     
    -0.41N/AN/A
    2014
     
    7.28N/AN/A
    2013
     
    23.26N/AN/A
    2012
     
    11.49N/AN/A
    2011
     
    2.65N/AN/A
    2010
     
    16.11N/AN/A
    2009
     
    15.08N/AN/A
    2008
     
    -19.47N/AN/A
    2007
     
    12.85N/AN/A
    2006
     
    10.60N/AN/A
    2005
     
    4.59N/AN/A
    2004
     
    8.53N/AN/A
    2003
     
    20.85N/AN/A
    2002
     
    -9.30N/AN/A
    2001
     
    -15.27N/AN/A
    2000
     
    -10.33N/AN/A
    1999
     
    14.64N/AN/A
    1998
     
    22.60N/AN/A
    1997
     
    18.18N/AN/A
    1996
     
    11.58N/AN/A
    1995
     
    24.12N/AN/A
    1994
     
    -2.14N/AN/A
    1993
     
    5.51N/AN/A
    1992
     
    6.28N/AN/A
    1991
     
    27.72N/AN/A
    1990
     
    3.44N/AN/A
    1989
     
    19.35N/AN/A
    1988
     
    10.21N/AN/A
    Past Quarterly Returns (%) for IBNAX 
    Q1Q2Q3Q4
    20152.56-0.76-6.524.67
    20140.894.40-1.333.22
    20137.301.326.246.72
    20129.20-2.294.63-0.13
    20115.241.00-10.928.42
    20106.09-7.708.459.35
    2009-6.348.0710.033.33
    2008-4.55-0.94-5.33-10.04
    20070.624.976.410.40
    20063.490.133.163.45
    2005-1.341.841.762.29
    20041.111.10-0.997.25
    2003-0.769.711.978.85
    20021.41-6.65-9.215.53
    2001-17.387.28-12.689.48
    20006.21-2.31-1.13-12.59
    19991.042.67-2.4413.28
    19988.053.76-4.6614.70
    1997-1.7911.483.644.14
    19961.643.653.032.80
    19956.166.814.484.77
    1994-3.37-2.654.10-0.07
    19932.120.911.790.59
    1992-3.431.374.773.62
    199110.17-0.406.559.24
    1990-2.165.73-6.176.56
    19893.157.924.282.81
    19884.383.570.451.50
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date72N/A
    1-Month72N/A
    3-Month78N/A
    6-Month27N/A
    1-Year34N/A
    3-Year16N/A
    5-Year15N/A