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Thursday, December 10, 2009, 2:21AM ET - U.S. Markets open in 7 hours and 9 minutes. Dow  0.50% Nasdaq  0.49%

Ivy Core Equity A (WCEAX)

On Dec 9: 8.16   0.05 (0.62%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Below average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 14.36% Worst 1 Yr Total Return (2008): -34.82% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WCEAX Category Alpha (against Standard Index) 2.45 2.45 Beta (against Standard Index) 0.93 1.00 Mean Annual Return -4.05 -0.24 R-squared (against Standard Index) 93 88.47 Standard Deviation 18.89 20.84 Sharpe Ratio -0.25 N/A Treynor Ratio -6.93 N/A 5 Years Statistic WCEAX Category Alpha (against Standard Index) 1.78 0.94 Beta (against Standard Index) 0.93 1.01 Mean Annual Return 2.31 0.21 R-squared (against Standard Index) 91 86.37 Standard Deviation 15.60 17.46 Sharpe Ratio 0.03 N/A Treynor Ratio -0.77 N/A 10 Years Statistic WCEAX Category Alpha (against Standard Index) 0.85 0.18 Beta (against Standard Index) 0.90 1.04 Mean Annual Return 0.28 0.04 R-squared (against Standard Index) 90 78.62 Standard Deviation 15.31 19.22 Sharpe Ratio -0.10 N/A Treynor Ratio -2.98 N/A
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