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Ivy Tax-Managed Equity I (WYTMX)

On Nov 30: 10.22   0.04 (0.39%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2007): 24.93% Worst 1 Yr Total Return (2008): -36.21% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WYTMX Category Alpha (against Standard Index) N/A 2.45 Beta (against Standard Index) N/A 1.00 Mean Annual Return -0.55 -0.24 R-squared (against Standard Index) N/A 88.47 Standard Deviation N/A 20.84 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A 5 Years Statistic WYTMX Category Alpha (against Standard Index) N/A 0.94 Beta (against Standard Index) N/A 1.01 Mean Annual Return 3.85 0.21 R-squared (against Standard Index) N/A 86.37 Standard Deviation N/A 17.46 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A 10 Years Statistic WYTMX Category Alpha (against Standard Index) N/A 0.18 Beta (against Standard Index) N/A 1.04 Mean Annual Return N/A 0.04 R-squared (against Standard Index) N/A 78.62 Standard Deviation N/A 19.22 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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