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    More On WMGBX


    Ivy Mid Cap Growth B (WMGBX)

    16.97 Down 0.06(0.35%) Feb 23

    Risk as of Dec 30, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up11
    Number of Years Down5
    Best 1 Yr Total Return(Dec 30, 2009):46.72%
    Worst 1 Yr Total Return(Dec 30, 2008):-38.90%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticWMGBXCategory
    Alpha (against Standard Index)-7.27-5.16
    Beta (against Standard Index)1.071.09
    Mean Annual Return0.210.56
    R-squared (against Standard Index)78.0774.67
    Standard Deviation13.0413.25
    Sharpe Ratio0.180.51
    Treynor Ratio1.405.47
    5 Years
    StatisticWMGBXCategory
    Alpha (against Standard Index)-5.88-3.22
    Beta (against Standard Index)1.051.05
    Mean Annual Return0.760.94
    R-squared (against Standard Index)77.9875.64
    Standard Deviation12.3012.47
    Sharpe Ratio0.730.90
    Treynor Ratio8.1510.44
    10 Years
    StatisticWMGBXCategory
    Alpha (against Standard Index)-0.23-0.30
    Beta (against Standard Index)1.041.09
    Mean Annual Return0.670.69
    R-squared (against Standard Index)87.3883.94
    Standard Deviation17.0918.18
    Sharpe Ratio0.430.42
    Treynor Ratio5.785.70