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Tuesday, December 8, 2009, 4:33PM ET - U.S. Markets Closed. Dow Down 1.00% Nasdaq Down 0.76%
Ivy Tax-Managed Equity I (WYTMX)On Dec 7: 10.27  Down 0.06 (0.58%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:
Year to Date Return:18.97%
5-Year Average Return:3.85%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2007):24.93%
Worst 1-Yr Total Return (2008):-36.21%
Best 3-Yr Total Return (2005-7):13.66%
Worst 3-Yr Total Return (2006-8):-5.33%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnWYTMXCategoryDiffIndex*Diff
Year To Date18.9724.15-5.1817.051.92
1-Month-2.42-2.25-0.17-1.86-0.56
3-Month2.224.52-2.35.48-3.26
1-Year10.1515.35-5.29.800.35
3-Year-0.55-4.954.4-7.026.47
5-Year3.850.992.860.333.52
Last Bull Market ( 28-Feb-09 to 30-Sep-09)11.1142.81-31.745.76-34.65
Last Bear Market ( 31-Aug-08 to 31-Aug-09)6.62-17.1423.76-18.2524.87
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearWYTMXCategoryDiff
2009N/AN/AN/A
2008
 
-36.21-40.674.46
2007
 
24.9313.3511.58
2006
 
6.487.05-0.57
2005
 
10.386.713.67
2004
 
11.917.814.10
2003
 
24.9228.66-3.74
2002
 
-16.29-27.6411.35
2001
 
-22.01-22.300.29
2000N/A-13.05N/A
1999N/A38.87N/A
PAST QUARTERLY RETURNS (%) FOR WYTMX 
Q1Q2Q3Q4
2009-2.2212.9710.37N/A
2008-9.19-0.43-12.68-19.20
20070.986.9012.642.74
20061.88-4.412.906.26
2005-2.423.555.143.91
20042.963.50-5.0710.63
20030.6411.022.738.82
2002-4.31-7.17-8.643.15
2001-18.015.24-18.4510.83
2000N/A6.00-3.96-5.73
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date1351180274.97
1-Month850189044.97
3-Month1450188476.96
6-Month018270.00
1-Year1236179768.78
3-Year9315186.13
5-Year10012517.99

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