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Thursday, December 17, 2009, 6:15PM ET - U.S. Markets Closed. Dow  1.27% Nasdaq  1.22%

Ivy Balanced Y (IBNYX)

On Dec 17: 15.65   0.14 (0.89%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2007): 12.96% Worst 1 Yr Total Return (2008): -19.37% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic IBNYX Category Alpha (against Standard Index) 0.19 -2.96 Beta (against Standard Index) 0.84 1.07 Mean Annual Return 1.47 -0.09 R-squared (against Standard Index) 92 93.10 Standard Deviation 11.65 14.78 Sharpe Ratio -0.01 N/A Treynor Ratio -0.96 N/A 5 Years Statistic IBNYX Category Alpha (against Standard Index) -0.20 -2.53 Beta (against Standard Index) 0.84 1.06 Mean Annual Return 4.34 0.24 R-squared (against Standard Index) 90 92.17 Standard Deviation 9.51 11.94 Sharpe Ratio 0.19 N/A Treynor Ratio 1.62 N/A 10 Years Statistic IBNYX Category Alpha (against Standard Index) -3.23 -2.27 Beta (against Standard Index) 1.10 1.06 Mean Annual Return 1.58 0.27 R-squared (against Standard Index) 76 86.88 Standard Deviation 12.59 11.38 Sharpe Ratio -0.04 N/A Treynor Ratio -1.22 N/A
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