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Saturday, December 19, 2009, 3:52PM ET - U.S. Markets Closed. Dow  0.20% Nasdaq  1.45%

Ivy Core Equity B (WCEBX)

On Dec 18: 7.47   0.04 (0.54%)

MORE ON WCEBX

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Risk  As of 30-Nov-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): 13.41% Worst 1 Yr Total Return (2008): -35.51% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WCEBX Category Alpha (against Standard Index) 0.87 2.20 Beta (against Standard Index) 0.92 0.99 Mean Annual Return -4.33 -0.14 R-squared (against Standard Index) 93 88.76 Standard Deviation 19.01 21.04 Sharpe Ratio -0.26 N/A Treynor Ratio -7.15 N/A 5 Years Statistic WCEBX Category Alpha (against Standard Index) 0.52 0.80 Beta (against Standard Index) 0.93 1.01 Mean Annual Return 1.40 0.24 R-squared (against Standard Index) 91 86.59 Standard Deviation 15.60 17.50 Sharpe Ratio -0.02 N/A Treynor Ratio -1.72 N/A 10 Years Statistic WCEBX Category Alpha (against Standard Index) -0.07 -0.13 Beta (against Standard Index) 0.90 1.04 Mean Annual Return -0.29 0.05 R-squared (against Standard Index) 90 78.99 Standard Deviation 15.37 19.17 Sharpe Ratio -0.13 N/A Treynor Ratio -3.57 N/A
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