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Friday, December 18, 2009, 8:26PM ET - U.S. Markets Closed. Dow  0.20% Nasdaq  1.45%

Ivy International Balanced E (IIBEX)

On Dec 18: 13.26   0.02 (0.15%)

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Year to Date Return: 27.13% 5-Year Average Return: 4.05% Number of Years Up: 0 Number of Years Down: 1 Best 1-Yr Total Return (2008): -32.81% Worst 1-Yr Total Return (2008): -32.81% Best 3-Yr Total Return (N/A): N/A Worst 3-Yr Total Return (N/A): N/A LOAD ADJUSTED RETURNS   1-Year: -0.48% 3-Year: -1.85% 5-Year: 4.49% 10-Year: 5.70%
TRAILING RETURNS (%) VS. BENCHMARKS   Return IIBEX Category Diff Index* Diff Year To Date 27.13 23.53 3.6 N/A N/A 1-Month 2.77 3.25 -0.48 N/A N/A 3-Month 5.61 6.12 -0.51 N/A N/A 1-Year 35.10 29.33 5.77 N/A N/A 3-Year -1.73 -0.02 -1.71 N/A N/A 5-Year 4.05 5.42 -1.37 N/A N/A Last Bull Market ( 28-Feb-09 to 30-Sep-09) 50.36 31.76 18.6 N/A N/A Last Bear Market ( 31-Aug-08 to 31-Aug-09) -7.36 -4.11 -3.25 N/A N/A * Index means [ ] ANNUAL TOTAL RETURN (%) HISTORY   Year IIBEX Category Diff 2009 N/A N/A N/A 2008 -32.81 -28.98 -3.83 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 IIBEX   Q1 Q2 Q3 Q4 2009 -9.39 19.41 15.92 N/A 2008 -4.71 -4.35 -12.45 -15.80 2007 N/A N/A 1.45 0.86 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 59 260 22.69 1-Month 267 307 86.97 3-Month 253 305 82.95 6-Month 103 296 34.80 1-Year 54 234 23.08 3-Year 130 N/A 5-Year 86 N/A
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