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Thursday, December 10, 2009, 9:35PM ET - U.S. Markets Closed. Dow  0.67% Nasdaq  0.33%

Ivy International Balanced A (IVBAX)

On Dec 10: 13.45   0.05 (0.37%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Above average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 22.43% Worst 1 Yr Total Return (2008): -32.49% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic IVBAX Category Alpha (against Standard Index) -0.22 -0.32 Beta (against Standard Index) 1.46 1.12 Mean Annual Return -1.25 0.08 R-squared (against Standard Index) 96 86.73 Standard Deviation 19.57 15.87 Sharpe Ratio -0.09 N/A Treynor Ratio -2.52 N/A 5 Years Statistic IVBAX Category Alpha (against Standard Index) -0.01 0.84 Beta (against Standard Index) 1.44 1.15 Mean Annual Return 4.89 0.53 R-squared (against Standard Index) 93 86.42 Standard Deviation 16.05 13.37 Sharpe Ratio 0.19 N/A Treynor Ratio 1.29 N/A 10 Years Statistic IVBAX Category Alpha (against Standard Index) 1.21 1.26 Beta (against Standard Index) 1.31 1.08 Mean Annual Return 6.22 0.55 R-squared (against Standard Index) 85 78.57 Standard Deviation 14.11 12.17 Sharpe Ratio 0.29 N/A Treynor Ratio 2.48 N/A
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