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Ivy Core Equity Y (WCEYX)

On Dec 10: 8.61   0.00 (0.00%)

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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): 14.50% Worst 1 Yr Total Return (2008): -34.72% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WCEYX Category Alpha (against Standard Index) 2.11 2.20 Beta (against Standard Index) 0.93 0.99 Mean Annual Return -3.16 -0.14 R-squared (against Standard Index) 93 88.76 Standard Deviation 19.05 21.04 Sharpe Ratio -0.19 N/A Treynor Ratio -5.86 N/A 5 Years Statistic WCEYX Category Alpha (against Standard Index) 1.68 0.80 Beta (against Standard Index) 0.93 1.01 Mean Annual Return 2.58 0.24 R-squared (against Standard Index) 91 86.59 Standard Deviation 15.61 17.50 Sharpe Ratio 0.05 N/A Treynor Ratio -0.44 N/A 10 Years Statistic WCEYX Category Alpha (against Standard Index) 1.02 -0.13 Beta (against Standard Index) 0.90 1.04 Mean Annual Return 0.81 0.05 R-squared (against Standard Index) 90 78.99 Standard Deviation 15.38 19.17 Sharpe Ratio -0.06 N/A Treynor Ratio -2.35 N/A
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