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Ivy Asset Strategy Y (WASYX)

On Dec 16: 22.27   0.05 (0.23%)

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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): 41.28% Worst 1 Yr Total Return (2008): -25.93% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WASYX Category Alpha (against Standard Index) 7.71 -0.66 Beta (against Standard Index) 0.80 1.11 Mean Annual Return 8.87 0.10 R-squared (against Standard Index) 49 86.52 Standard Deviation 15.19 15.80 Sharpe Ratio 0.49 N/A Treynor Ratio 8.30 N/A 5 Years Statistic WASYX Category Alpha (against Standard Index) 8.96 0.55 Beta (against Standard Index) 0.90 1.12 Mean Annual Return 13.79 0.51 R-squared (against Standard Index) 45 86.03 Standard Deviation 14.40 13.17 Sharpe Ratio 0.77 N/A Treynor Ratio 12.06 N/A 10 Years Statistic WASYX Category Alpha (against Standard Index) 6.76 1.09 Beta (against Standard Index) 0.77 1.07 Mean Annual Return 11.32 0.55 R-squared (against Standard Index) 38 79.45 Standard Deviation 12.44 12.02 Sharpe Ratio 0.70 N/A Treynor Ratio 10.95 N/A
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