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Saturday, December 12, 2009, 1:26AM ET - U.S. Markets Closed. Dow  0.63% Nasdaq  0.03%

Ivy Balanced A (IBNAX)

On Dec 11: 15.75   0.03 (0.19%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2007): 12.85% Worst 1 Yr Total Return (2008): -19.47% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic IBNAX Category Alpha (against Standard Index) 0.10 -2.96 Beta (against Standard Index) 0.84 1.07 Mean Annual Return 1.37 -0.09 R-squared (against Standard Index) 92 93.10 Standard Deviation 11.66 14.78 Sharpe Ratio -0.02 N/A Treynor Ratio -1.07 N/A 5 Years Statistic IBNAX Category Alpha (against Standard Index) -0.33 -2.53 Beta (against Standard Index) 0.84 1.06 Mean Annual Return 4.21 0.24 R-squared (against Standard Index) 91 92.17 Standard Deviation 9.51 11.94 Sharpe Ratio 0.17 N/A Treynor Ratio 1.46 N/A 10 Years Statistic IBNAX Category Alpha (against Standard Index) -3.32 -2.27 Beta (against Standard Index) 1.10 1.06 Mean Annual Return 1.49 0.27 R-squared (against Standard Index) 76 86.88 Standard Deviation 12.59 11.38 Sharpe Ratio -0.05 N/A Treynor Ratio -1.30 N/A
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