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Ivy High Income Y (WHIYX)

On Dec 18: 8.15   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): 10.79% Worst 1 Yr Total Return (2008): -19.94% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WHIYX Category Alpha (against Standard Index) 1.51 -3.31 Beta (against Standard Index) 0.88 1.15 Mean Annual Return 6.67 0.30 R-squared (against Standard Index) 8 10.85 Standard Deviation 13.11 15.35 Sharpe Ratio 0.39 N/A Treynor Ratio 4.98 N/A 5 Years Statistic WHIYX Category Alpha (against Standard Index) 1.92 -0.58 Beta (against Standard Index) 0.74 0.95 Mean Annual Return 6.33 0.39 R-squared (against Standard Index) 7 9.33 Standard Deviation 10.35 12.17 Sharpe Ratio 0.36 N/A Treynor Ratio 4.54 N/A 10 Years Statistic WHIYX Category Alpha (against Standard Index) 2.30 0.41 Beta (against Standard Index) 0.42 0.52 Mean Annual Return 6.46 0.42 R-squared (against Standard Index) 4 3.87 Standard Deviation 8.41 10.75 Sharpe Ratio 0.44 N/A Treynor Ratio 8.40 N/A
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