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Saturday, December 19, 2009, 11:28PM ET - U.S. Markets Closed. Dow  0.20% Nasdaq  1.45%

Ivy Capital Appreciation I (IVAIX)

On Dec 18: 8.25   0.06 (0.73%)

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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): -46.30% Worst 1 Yr Total Return (2008): -46.30% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic IVAIX Category Alpha (against Standard Index) 1.89 2.20 Beta (against Standard Index) 1.11 0.99 Mean Annual Return -5.60 -0.14 R-squared (against Standard Index) 84 88.76 Standard Deviation 24.09 21.04 Sharpe Ratio -0.21 N/A Treynor Ratio -7.08 N/A 5 Years Statistic IVAIX Category Alpha (against Standard Index) 0.98 0.80 Beta (against Standard Index) 1.11 1.01 Mean Annual Return 0.92 0.24 R-squared (against Standard Index) 83 86.59 Standard Deviation 19.51 17.50 Sharpe Ratio 0.00 N/A Treynor Ratio -1.86 N/A 10 Years Statistic IVAIX Category Alpha (against Standard Index) N/A -0.13 Beta (against Standard Index) N/A 1.04 Mean Annual Return N/A 0.05 R-squared (against Standard Index) N/A 78.99 Standard Deviation N/A 19.17 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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