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Friday, December 18, 2009, 10:31PM ET - U.S. Markets Closed. Dow  0.20% Nasdaq  1.45%

Ivy Bond E (IVBEX)

On Dec 18: 9.75   0.01 (0.10%)

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Year to Date Return: 15.11% 5-Year Average Return: 2.53% Number of Years Up: 0 Number of Years Down: 1 Best 1-Yr Total Return (2008): -9.78% Worst 1-Yr Total Return (2008): -9.78% Best 3-Yr Total Return (N/A): N/A Worst 3-Yr Total Return (N/A): N/A LOAD ADJUSTED RETURNS   1-Year: 1.52% 3-Year: -0.60% 5-Year: 0.80% 10-Year: 3.90%
TRAILING RETURNS (%) VS. BENCHMARKS   Return IVBEX Category Diff Index* Diff Year To Date 15.11 14.86 0.25 7.61 7.5 1-Month 1.42 1.13 0.29 1.29 0.13 3-Month 5.10 3.76 1.34 2.86 2.24 1-Year 16.54 18.84 -2.3 11.63 4.91 3-Year 1.72 4.58 -2.86 6.40 -4.68 5-Year 2.53 4.20 -1.67 5.49 -2.96 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 13.14 13.91 -0.77 7.06 6.08 Last Bear Market ( 31-Aug-08 to 31-Aug-09) 4.01 6.57 -2.56 7.94 -3.93 * Index means [ BarCap US Agg Bond TR USD ] ANNUAL TOTAL RETURN (%) HISTORY   Year IVBEX Category Diff 2009 N/A N/A N/A 2008 -9.78 -4.70 -5.08 2007 N/A 4.70 N/A 2006 N/A 4.15 N/A 2005 N/A 1.80 N/A 2004 N/A 3.91 N/A 2003 N/A 5.10 N/A 2002 N/A 8.04 N/A 2001 N/A 7.64 N/A 2000 N/A 9.44 N/A 1999 N/A -1.35 N/A PAST QUARTERLY RETURNS (%) FOR IVBEX   Q1 Q2 Q3 Q4 2009 0.45 4.62 6.66 N/A 2008 -2.16 -1.88 -2.21 -3.90 2007 N/A N/A 0.88 0.29 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 484 1126 42.98 1-Month 385 1168 32.96 3-Month 196 1158 16.93 6-Month 319 1140 27.98 1-Year 525 1120 46.88 3-Year 970 N/A 5-Year 854 N/A
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