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Sunday, December 20, 2009, 10:04PM ET - U.S. Markets Closed. Dow Up 0.20% Nasdaq Up 1.45%
Ivy Large Cap Growth B (WLGBX)On Dec 18: 10.01  Up 0.07 (0.70%)  
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Risk  As of 30-Nov-09Get 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):27.73%
Worst 1 Yr Total Return (2008):-38.94%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticWLGBXCategory
Alpha (against Standard Index)2.542.20
Beta (against Standard Index)0.890.99
Mean Annual Return-2.59-0.14
R-squared (against Standard Index)8588.76
Standard Deviation19.3021.04
Sharpe Ratio-0.16N/A
Treynor Ratio-5.45N/A
5 Years
StatisticWLGBXCategory
Alpha (against Standard Index)1.220.80
Beta (against Standard Index)0.901.01
Mean Annual Return2.030.24
R-squared (against Standard Index)7886.59
Standard Deviation16.2317.50
Sharpe Ratio0.02N/A
Treynor Ratio-1.07N/A
10 Years
StatisticWLGBXCategory
Alpha (against Standard Index)N/A-0.13
Beta (against Standard Index)N/A1.04
Mean Annual ReturnN/A0.05
R-squared (against Standard Index)N/A78.99
Standard DeviationN/A19.17
Sharpe RatioN/AN/A
Treynor RatioN/AN/A

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