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Ivy Bond E (IVBEX)

On Dec 18: 9.75   0.01 (0.10%)

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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): -9.78% Worst 1 Yr Total Return (2008): -9.78% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic IVBEX Category Alpha (against Standard Index) -3.15 -1.73 Beta (against Standard Index) 0.67 1.02 Mean Annual Return 1.72 0.39 R-squared (against Standard Index) 37 59.65 Standard Deviation 4.41 5.93 Sharpe Ratio -0.10 N/A Treynor Ratio -0.83 N/A 5 Years Statistic IVBEX Category Alpha (against Standard Index) -2.16 -1.13 Beta (against Standard Index) 0.72 0.98 Mean Annual Return 2.53 0.35 R-squared (against Standard Index) 46 61.85 Standard Deviation 3.82 4.90 Sharpe Ratio -0.10 N/A Treynor Ratio -0.64 N/A 10 Years Statistic IVBEX Category Alpha (against Standard Index) -1.16 -0.67 Beta (against Standard Index) 0.89 0.96 Mean Annual Return 4.81 0.46 R-squared (against Standard Index) 70 70.95 Standard Deviation 4.00 4.48 Sharpe Ratio 0.47 N/A Treynor Ratio 2.12 N/A
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