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Thursday, December 17, 2009, 11:57PM ET - U.S. Markets Closed. Dow Down 1.27% Nasdaq Down 1.22%
Ivy Dividend Opportunities Y (IVDYX)On Dec 17: 12.95  Down 0.17 (1.30%)  
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Risk  As of 30-Nov-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Below average
Number of Years Up:4
Number of Years Down:1
Best 1 Yr Total Return (2007):16.74%
Worst 1 Yr Total Return (2008):-36.36%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticIVDYXCategory
Alpha (against Standard Index)0.290.06
Beta (against Standard Index)0.851.00
Mean Annual Return-4.23-0.33
R-squared (against Standard Index)9395.82
Standard Deviation17.5720.42
Sharpe Ratio-0.29N/A
Treynor Ratio-7.62N/A
5 Years
StatisticIVDYXCategory
Alpha (against Standard Index)2.260.04
Beta (against Standard Index)0.861.01
Mean Annual Return3.370.17
R-squared (against Standard Index)8995.19
Standard Deviation14.6616.64
Sharpe Ratio0.10N/A
Treynor Ratio0.44N/A
10 Years
StatisticIVDYXCategory
Alpha (against Standard Index)N/A0.81
Beta (against Standard Index)N/A0.96
Mean Annual ReturnN/A0.14
R-squared (against Standard Index)N/A91.13
Standard DeviationN/A16.39
Sharpe RatioN/AN/A
Treynor RatioN/AN/A

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