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    Ivy Balanced A (IBNAX)

    25.53 Up 0.01(0.04%) Jul 2

    Risk as of May 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:2
    Number of Years Up22
    Number of Years Down5
    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)1.180.45
    Beta (against Standard Index)1.171.30
    Mean Annual Return1.071.12
    R-squared (against Standard Index)77.1189.87
    Standard Deviation7.167.37
    Sharpe Ratio1.791.82
    Treynor Ratio11.3910.76
    5 Years
    StatisticIBNAXCategory
    Alpha (against Standard Index)1.36-1.50
    Beta (against Standard Index)1.151.38
    Mean Annual Return1.010.95
    R-squared (against Standard Index)87.6494.45
    Standard Deviation9.7511.27
    Sharpe Ratio1.241.02
    Treynor Ratio10.678.30
    10 Years
    StatisticIBNAXCategory
    Alpha (against Standard Index)1.49-2.07
    Beta (against Standard Index)0.971.37
    Mean Annual Return0.700.59
    R-squared (against Standard Index)87.2993.88
    Standard Deviation10.0113.59
    Sharpe Ratio0.700.42
    Treynor Ratio7.003.69