Ratings & Risk for Ivy Capital Appreciation A (WMEAX)

Morningstar Category: Large Growth
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Above Average
    449
    5-Year Below Average Above Average
    390
    10-Year 278
    Overall Below Average Above Average
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009
  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 22.39 -0.33 -0.29
    5-Year 18.30 0.19 -0.04
    10-Year
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 84.81 0.88 5.99
    3-Year 88.66 1.08 1.92
    5-Year 87.96 1.08 0.71
    10-Year

    S&P 500 TR

    Trailing data as of 10/31/2009