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Ivy Large Cap Growth A (WLGAX)

On Dec 15: 11.22   0.07 (0.62%)

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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 (2007): 29.34% Worst 1 Yr Total Return (2008): -38.14% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WLGAX Category Alpha (against Standard Index) 3.81 2.20 Beta (against Standard Index) 0.89 0.99 Mean Annual Return -1.35 -0.14 R-squared (against Standard Index) 85 88.76 Standard Deviation 19.33 21.04 Sharpe Ratio -0.09 N/A Treynor Ratio -4.06 N/A 5 Years Statistic WLGAX Category Alpha (against Standard Index) 2.43 0.80 Beta (against Standard Index) 0.90 1.01 Mean Annual Return 3.27 0.24 R-squared (against Standard Index) 78 86.59 Standard Deviation 16.24 17.50 Sharpe Ratio 0.10 N/A Treynor Ratio 0.31 N/A 10 Years Statistic WLGAX Category Alpha (against Standard Index) N/A -0.13 Beta (against Standard Index) N/A 1.04 Mean Annual Return N/A 0.05 R-squared (against Standard Index) N/A 78.99 Standard Deviation N/A 19.17 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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