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Sunday, December 20, 2009, 9:52AM ET - U.S. Markets Closed. Dow  0.20% Nasdaq  1.45%

Ivy Asset Strategy C (WASCX)

On Dec 18: 21.31   0.01 (0.05%)

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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): 40.28% Worst 1 Yr Total Return (2008): -26.44% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WASCX Category Alpha (against Standard Index) 6.95 -0.66 Beta (against Standard Index) 0.80 1.11 Mean Annual Return 8.06 0.10 R-squared (against Standard Index) 49 86.52 Standard Deviation 15.18 15.80 Sharpe Ratio 0.44 N/A Treynor Ratio 7.28 N/A 5 Years Statistic WASCX Category Alpha (against Standard Index) 8.20 0.55 Beta (against Standard Index) 0.90 1.12 Mean Annual Return 12.94 0.51 R-squared (against Standard Index) 45 86.03 Standard Deviation 14.39 13.17 Sharpe Ratio 0.72 N/A Treynor Ratio 11.11 N/A 10 Years Statistic WASCX Category Alpha (against Standard Index) 5.93 1.09 Beta (against Standard Index) 0.77 1.07 Mean Annual Return 10.41 0.55 R-squared (against Standard Index) 38 79.45 Standard Deviation 12.44 12.02 Sharpe Ratio 0.63 N/A Treynor Ratio 9.75 N/A
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