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Ivy Asset Strategy E (IASEX)

On Dec 15: 22.24   0.14 (0.63%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Number of Years Up: 0 Number of Years Down: 1 Best 1 Yr Total Return (2008): -26.10% Worst 1 Yr Total Return (2008): -26.10% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic IASEX Category Alpha (against Standard Index) 7.40 -0.66 Beta (against Standard Index) 0.79 1.11 Mean Annual Return 8.54 0.10 R-squared (against Standard Index) 49 86.52 Standard Deviation 15.12 15.80 Sharpe Ratio 0.47 N/A Treynor Ratio 7.91 N/A 5 Years Statistic IASEX Category Alpha (against Standard Index) 8.47 0.55 Beta (against Standard Index) 0.89 1.12 Mean Annual Return 13.24 0.51 R-squared (against Standard Index) 45 86.03 Standard Deviation 14.35 13.17 Sharpe Ratio 0.74 N/A Treynor Ratio 11.48 N/A 10 Years Statistic IASEX Category Alpha (against Standard Index) 6.07 1.09 Beta (against Standard Index) 0.77 1.07 Mean Annual Return 10.56 0.55 R-squared (against Standard Index) 38 79.45 Standard Deviation 12.42 12.02 Sharpe Ratio 0.64 N/A Treynor Ratio 9.96 N/A
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