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    Ivy Mid Cap Growth A (WMGAX)

    19.72 Down 0.24(1.20%) Oct 25

    Risk as of Sep 29, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up10
    Number of Years Down5
    Best 1 Yr Total Return(Dec 30, 2009):48.19%
    Worst 1 Yr Total Return(Dec 30, 2008):-38.09%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    Alpha (against Standard Index)-5.98-4.43
    Beta (against Standard Index)1.031.02
    Mean Annual Return0.460.59
    R-squared (against Standard Index)78.2774.31
    Standard Deviation12.5712.92
    Sharpe Ratio0.430.55
    Treynor Ratio4.616.26
    5 Years
    Alpha (against Standard Index)-4.52-3.31
    Beta (against Standard Index)1.081.09
    Mean Annual Return1.051.17
    R-squared (against Standard Index)81.2478.84
    Standard Deviation13.2813.70
    Sharpe Ratio0.941.02
    Treynor Ratio11.3712.75
    10 Years
    Alpha (against Standard Index)0.890.00
    Beta (against Standard Index)1.041.08
    Mean Annual Return0.780.73
    R-squared (against Standard Index)87.4783.93
    Standard Deviation16.9818.11
    Sharpe Ratio0.500.44
    Treynor Ratio7.116.09