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Ivy Mid Cap Growth A (WMGAX)

23.06 Down 0.25(1.07%) Oct 22

Risk as of Sep 29, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:2
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return(Dec 30, 2009):48.19%
Worst 1 Yr Total Return(Dec 30, 2008):-38.09%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticWMGAXCategory
Alpha (against Standard Index)-5.17-5.42
Beta (against Standard Index)1.101.16
Mean Annual Return1.531.62
R-squared (against Standard Index)81.1479.39
Standard Deviation12.8813.80
Sharpe Ratio1.421.42
Treynor Ratio17.2717.47
5 Years
StatisticWMGAXCategory
Alpha (against Standard Index)-1.14-2.17
Beta (against Standard Index)1.061.12
Mean Annual Return1.271.26
R-squared (against Standard Index)83.0283.58
Standard Deviation15.2816.17
Sharpe Ratio0.990.94
Treynor Ratio14.1813.34
10 Years
StatisticWMGAXCategory
Alpha (against Standard Index)2.150.64
Beta (against Standard Index)1.051.11
Mean Annual Return0.950.86
R-squared (against Standard Index)87.3582.84
Standard Deviation16.5417.92
Sharpe Ratio0.600.49
Treynor Ratio8.566.86