Finance Home - My Yahoo - Yahoo! - Help

Saturday, December 19, 2009, 3:57PM ET - U.S. Markets Closed. Dow  0.20% Nasdaq  1.45%

Ivy Asset Strategy I (IVAEX)

On Dec 18: 21.94   0.01 (0.05%)

MORE ON IVAEX

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: 23.10% 5-Year Average Return: 13.53% Number of Years Up: 0 Number of Years Down: 1 Best 1-Yr Total Return (2008): -25.73% Worst 1-Yr Total Return (2008): -25.73% Best 3-Yr Total Return (N/A): N/A Worst 3-Yr Total Return (N/A): N/A LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return IVAEX Category Diff Index* Diff Year To Date 23.10 23.53 -0.43 N/A N/A 1-Month 5.32 3.25 2.07 N/A N/A 3-Month 8.38 6.12 2.26 N/A N/A 1-Year 29.04 29.33 -0.29 N/A N/A 3-Year 9.00 -0.02 9.02 N/A N/A 5-Year 13.53 5.42 8.11 N/A N/A Last Bull Market ( 28-Feb-09 to 30-Sep-09) 21.03 31.76 -10.73 N/A N/A Last Bear Market ( 31-Aug-08 to 31-Aug-09) -7.78 -4.11 -3.67 N/A N/A * Index means [ ] ANNUAL TOTAL RETURN (%) HISTORY   Year IVAEX Category Diff 2009 N/A N/A N/A 2008 -25.73 -28.98 3.25 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 IVAEX   Q1 Q2 Q3 Q4 2009 3.47 2.76 12.83 N/A 2008 -2.48 2.02 -18.20 -8.74 2007 N/A N/A 12.66 11.94 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 130 260 50.00 1-Month 288 307 93.81 3-Month 137 305 44.92 6-Month 204 296 68.92 1-Year 117 234 50.00 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