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Saturday, December 12, 2009, 5:43AM ET - U.S. Markets Closed. Dow  0.63% Nasdaq  0.03%

Ivy Limited-Term Bond C (WLBCX)

On Dec 11: 11.09   0.02 (0.18%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 5 Number of Years Down: 0 Best 1 Yr Total Return (2008): 6.57% Worst 1 Yr Total Return (2004): 0.37% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WLBCX Category Alpha (against Standard Index) 1.55 -0.15 Beta (against Standard Index) 0.51 0.36 Mean Annual Return 5.98 0.30 R-squared (against Standard Index) 76 33.68 Standard Deviation 2.23 3.31 Sharpe Ratio 1.49 N/A Treynor Ratio 7.31 N/A 5 Years Statistic WLBCX Category Alpha (against Standard Index) -0.17 -0.52 Beta (against Standard Index) 0.52 0.38 Mean Annual Return 4.12 0.28 R-squared (against Standard Index) 74 36.19 Standard Deviation 2.03 2.73 Sharpe Ratio 0.50 N/A Treynor Ratio 2.18 N/A 10 Years Statistic WLBCX Category Alpha (against Standard Index) -0.54 -0.19 Beta (against Standard Index) 0.51 0.43 Mean Annual Return 4.15 0.35 R-squared (against Standard Index) 76 45.24 Standard Deviation 2.17 2.61 Sharpe Ratio 0.55 N/A Treynor Ratio 2.41 N/A
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