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Ivy International Balanced C (IVBCX)

On Dec 15: 13.35   0.11 (0.82%)

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Risk  As of 30-Nov-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): 21.54% Worst 1 Yr Total Return (2008): -32.98% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic IVBCX Category Alpha (against Standard Index) -2.01 -0.66 Beta (against Standard Index) 1.43 1.11 Mean Annual Return -2.17 0.10 R-squared (against Standard Index) 95 86.52 Standard Deviation 19.49 15.80 Sharpe Ratio -0.13 N/A Treynor Ratio -3.11 N/A 5 Years Statistic IVBCX Category Alpha (against Standard Index) -1.65 0.55 Beta (against Standard Index) 1.41 1.12 Mean Annual Return 3.40 0.51 R-squared (against Standard Index) 93 86.03 Standard Deviation 15.83 13.17 Sharpe Ratio 0.11 N/A Treynor Ratio 0.29 N/A 10 Years Statistic IVBCX Category Alpha (against Standard Index) 0.19 1.09 Beta (against Standard Index) 1.30 1.07 Mean Annual Return 5.39 0.55 R-squared (against Standard Index) 84 79.45 Standard Deviation 14.09 12.02 Sharpe Ratio 0.24 N/A Treynor Ratio 1.89 N/A
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