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    Ivy Balanced A (IBNAX)

    23.99 0.00(0.00%) Aug 26

    Risk as of Jul 30, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:4
    Number of Years Up22
    Number of Years Down6
    Best 1 Yr Total Return(Dec 30, 2013):23.26%
    Worst 1 Yr Total Return(Dec 30, 2008):-19.47%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticIBNAXCategory
    Alpha (against Standard Index)-0.56-0.05
    Beta (against Standard Index)1.181.03
    Mean Annual Return0.500.47
    R-squared (against Standard Index)84.6491.10
    Standard Deviation8.887.56
    Sharpe Ratio0.660.76
    Treynor Ratio4.795.41
    5 Years
    StatisticIBNAXCategory
    Alpha (against Standard Index)0.640.17
    Beta (against Standard Index)1.131.04
    Mean Annual Return0.670.59
    R-squared (against Standard Index)86.5292.91
    Standard Deviation9.598.59
    Sharpe Ratio0.840.83
    Treynor Ratio6.956.68
    10 Years
    StatisticIBNAXCategory
    Alpha (against Standard Index)1.24-0.72
    Beta (against Standard Index)0.991.06
    Mean Annual Return0.630.50
    R-squared (against Standard Index)87.4893.62
    Standard Deviation10.4910.90
    Sharpe Ratio0.630.47
    Treynor Ratio6.354.40