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Saturday, December 19, 2009, 7:00PM ET - U.S. Markets Closed. Dow  0.20% Nasdaq  1.45%

Ivy Bond A (IBOAX)

On Dec 18: 9.75   0.01 (0.10%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Below average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 4.37% Worst 1 Yr Total Return (2008): -9.50% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic IBOAX Category Alpha (against Standard Index) -3.02 -1.73 Beta (against Standard Index) 0.67 1.02 Mean Annual Return 1.84 0.39 R-squared (against Standard Index) 37 59.65 Standard Deviation 4.38 5.93 Sharpe Ratio -0.07 N/A Treynor Ratio -0.65 N/A 5 Years Statistic IBOAX Category Alpha (against Standard Index) -2.09 -1.13 Beta (against Standard Index) 0.72 0.98 Mean Annual Return 2.60 0.35 R-squared (against Standard Index) 46 61.85 Standard Deviation 3.80 4.90 Sharpe Ratio -0.08 N/A Treynor Ratio -0.54 N/A 10 Years Statistic IBOAX Category Alpha (against Standard Index) -1.12 -0.67 Beta (against Standard Index) 0.89 0.96 Mean Annual Return 4.85 0.46 R-squared (against Standard Index) 70 70.95 Standard Deviation 3.99 4.48 Sharpe Ratio 0.48 N/A Treynor Ratio 2.17 N/A
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