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Ivy International Balanced E (IIBEX)

On Dec 18: 13.26   0.02 (0.15%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Number of Years Up: 0 Number of Years Down: 1 Best 1 Yr Total Return (2008): -32.81% Worst 1 Yr Total Return (2008): -32.81% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic IIBEX Category Alpha (against Standard Index) -1.57 -0.66 Beta (against Standard Index) 1.43 1.11 Mean Annual Return -1.73 0.10 R-squared (against Standard Index) 95 86.52 Standard Deviation 19.46 15.80 Sharpe Ratio -0.11 N/A Treynor Ratio -2.80 N/A 5 Years Statistic IIBEX Category Alpha (against Standard Index) -1.02 0.55 Beta (against Standard Index) 1.41 1.12 Mean Annual Return 4.05 0.51 R-squared (against Standard Index) 93 86.03 Standard Deviation 15.82 13.17 Sharpe Ratio 0.15 N/A Treynor Ratio 0.75 N/A 10 Years Statistic IIBEX Category Alpha (against Standard Index) 0.90 1.09 Beta (against Standard Index) 1.30 1.07 Mean Annual Return 6.14 0.55 R-squared (against Standard Index) 84 79.45 Standard Deviation 14.09 12.02 Sharpe Ratio 0.29 N/A Treynor Ratio 2.47 N/A
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