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Ivy Small Cap Value I (IVVIX)

18.56 Up 0.01(0.05%) 24 May


Performance Overview as of 28-Feb-2013Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:9.16%
5-Year Average Return:9.30%
Number of Years Up:3
Number of Years Down:2
Best 1 Yr Total Return (2009-12-31):29.57%
Worst 1 Yr Total Return (2008-12-31):-24.95%
Best 3-Yr Total Return (N/A):12.64%
Worst 3-Yr Total Return (N/A):7.17%
Load Adjusted Returns 
1-Year:17.33%
3-Year:11.70%
5-Year:9.30%
10-Year:11.64%
Trailing Returns (%) vs. Benchmarks 
ReturnIVVIXCategoryDiffIndex*Diff
Year To Date9.16N/AN/AN/AN/A
1-Month2.47N/AN/AN/AN/A
3-Month12.65N/AN/AN/AN/A
1-Year17.33N/AN/AN/AN/A
3-Year11.70N/AN/AN/AN/A
5-Year9.30N/AN/AN/AN/A
Last Bull Market (30-Sep-2011 to 30-Apr-2012)23.42N/AN/AN/AN/A
Last Bear Market (30-Apr-2011 to 30-Sep-2011)-26.93N/AN/AN/AN/A
Annual Total Return (%) History () 
YearIVVIXCategoryDiff
2013N/AN/AN/A
2012
 
18.80N/AN/A
2011
 
-12.87N/AN/A
2010
 
26.58N/AN/A
2009
 
29.57N/AN/A
2008
 
-24.95N/AN/A
2007N/AN/AN/A
Past Quarterly Returns (%) for IVVIX 
Q1Q2Q3Q4
201313.11N/AN/AN/A
201211.82-4.878.153.27
20115.43-5.68-22.2412.68
20109.78-11.6811.7716.81
2009-6.9812.9316.006.33
2008-9.03-0.23-0.23-17.12
2007-4.18-5.09N/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date17N/A
1-Month7N/A
3-Month28N/A
6-Month46N/A
1-Year20N/A
3-Year76N/A
5-Year15N/A