Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Sunday, December 20, 2009, 12:47AM ET - U.S. Markets Closed. Dow Up 0.20% Nasdaq Up 1.45%
Ivy High Income I (IVHIX)On Dec 18: 8.15   0.00 (0.00%)  
MORE ON IVHIX
Quotes
Charts
News & Info
Fund
HereRisk
Analyst


Risk  As of 30-Nov-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:
Number of Years Up:0
Number of Years Down:1
Best 1 Yr Total Return (2008):-19.73%
Worst 1 Yr Total Return (2008):-19.73%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticIVHIXCategory
Alpha (against Standard Index)1.53-3.31
Beta (against Standard Index)0.891.15
Mean Annual Return6.700.30
R-squared (against Standard Index)810.85
Standard Deviation13.1115.35
Sharpe Ratio0.39N/A
Treynor Ratio5.00N/A
5 Years
StatisticIVHIXCategory
Alpha (against Standard Index)1.54-0.58
Beta (against Standard Index)0.740.95
Mean Annual Return5.940.39
R-squared (against Standard Index)79.33
Standard Deviation10.3512.17
Sharpe Ratio0.32N/A
Treynor Ratio3.98N/A
10 Years
StatisticIVHIXCategory
Alpha (against Standard Index)1.690.41
Beta (against Standard Index)0.420.52
Mean Annual Return5.830.42
R-squared (against Standard Index)43.87
Standard Deviation8.4110.75
Sharpe Ratio0.37N/A
Treynor Ratio6.87N/A

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Risk for Another Symbol: Symbol Lookup
Help with Risk StatisticsPlanning Center