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Ivy Bond B (IBOBX)

On Dec 21: 9.71   0.04 (0.41%)

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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): 3.09% Worst 1 Yr Total Return (2008): -10.58% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic IBOBX Category Alpha (against Standard Index) -4.25 -1.73 Beta (against Standard Index) 0.66 1.02 Mean Annual Return 0.59 0.39 R-squared (against Standard Index) 37 59.65 Standard Deviation 4.36 5.93 Sharpe Ratio -0.35 N/A Treynor Ratio -2.54 N/A 5 Years Statistic IBOBX Category Alpha (against Standard Index) -3.29 -1.13 Beta (against Standard Index) 0.72 0.98 Mean Annual Return 1.37 0.35 R-squared (against Standard Index) 46 61.85 Standard Deviation 3.79 4.90 Sharpe Ratio -0.39 N/A Treynor Ratio -2.26 N/A 10 Years Statistic IBOBX Category Alpha (against Standard Index) -2.15 -0.67 Beta (against Standard Index) 0.89 0.96 Mean Annual Return 3.78 0.46 R-squared (against Standard Index) 70 70.95 Standard Deviation 4.01 4.48 Sharpe Ratio 0.23 N/A Treynor Ratio 0.96 N/A
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