Ivy Balanced Y
IBNYX
Quote
Chart
Fund Analysis
Performance
Ratings & Risk
Management
Stewardship
Portfolio
Expenses
Tax
Purchase
Filings
Standard Deviation
05-31-13
IBNYX
S&P 500
Rating and Risk
05-31-13
Morningstar
Load-Adj Return
Return vs. Cat
Risk vs. Cat
1 Year
17.56
NA
NA
3 Year*
13.02
Above Avg
Below Avg
5 Year*
6.55
High
Low
10 Year*
--
--
--
15 Year*
--
NA
NA
Incept
7.51
High
Low
--
--
12.49
10.81
4.91
IBNYX
--
14.57
18.85
14.02
6.35
S&P 500
* Annualized