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Ivy Asset Strategy A (WASAX)

On Dec 18: 21.80   0.02 (0.09%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2007): 41.31% Worst 1 Yr Total Return (2008): -25.90% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WASAX Category Alpha (against Standard Index) 7.72 -0.66 Beta (against Standard Index) 0.79 1.11 Mean Annual Return 8.89 0.10 R-squared (against Standard Index) 49 86.52 Standard Deviation 15.17 15.80 Sharpe Ratio 0.49 N/A Treynor Ratio 8.34 N/A 5 Years Statistic WASAX Category Alpha (against Standard Index) 8.96 0.55 Beta (against Standard Index) 0.89 1.12 Mean Annual Return 13.79 0.51 R-squared (against Standard Index) 45 86.03 Standard Deviation 14.37 13.17 Sharpe Ratio 0.77 N/A Treynor Ratio 12.08 N/A 10 Years Statistic WASAX Category Alpha (against Standard Index) 6.65 1.09 Beta (against Standard Index) 0.77 1.07 Mean Annual Return 11.20 0.55 R-squared (against Standard Index) 38 79.45 Standard Deviation 12.41 12.02 Sharpe Ratio 0.69 N/A Treynor Ratio 10.80 N/A
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