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Ivy Large Cap Growth R (WLGRX)

On Dec 16: 11.17   0.04 (0.36%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Below average Number of Years Up: 2 Number of Years Down: 1 Best 1 Yr Total Return (2007): 28.89% Worst 1 Yr Total Return (2008): -38.36% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WLGRX Category Alpha (against Standard Index) 3.45 2.20 Beta (against Standard Index) 0.89 0.99 Mean Annual Return -1.68 -0.14 R-squared (against Standard Index) 85 88.76 Standard Deviation 19.28 21.04 Sharpe Ratio -0.11 N/A Treynor Ratio -4.44 N/A 5 Years Statistic WLGRX Category Alpha (against Standard Index) 2.12 0.80 Beta (against Standard Index) 0.89 1.01 Mean Annual Return 2.95 0.24 R-squared (against Standard Index) 78 86.59 Standard Deviation 16.20 17.50 Sharpe Ratio 0.08 N/A Treynor Ratio -0.04 N/A 10 Years Statistic WLGRX 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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