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IVAIX: Ivy Capital Appreciation I (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/10/2007 |
| Last Dividend Date: | 12/09/2010 |
| 12-Mo. Yield | 0.15% |
| Expenses | - |
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Performance Analytics (As of 07/22/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 04/10/2007 |
2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 17.3 | -0.6 | -1.8 | 1.1 | 11.7 | 39.0 | -46.3 | 9.9 |
| Sharpe Ratio | NA | 1.32 | -0.03 | -0.09 | 0.15 | 0.64 | 1.6 | -1.05 | 0.66 |
| Draw Down(%) | NA | 7.5 | 49.7 | 58.5 | 7.1 | 17.4 | 21.5 | 55.7 | 8.9 |
| Standard Deviation(%) | NA | 13.1 | 30.5 | 27.5 | 12.5 | 18.1 | 24.3 | 44.8 | 16.5 |
| Treynor Ratio | NA | 0.24 | -0.01 | -0.02 | 0.03 | 0.13 | 0.4 | -0.4 | 0.12 |
| Alpha | NA | -0.01 | -0.02 | -0.01 | -0.03 | 0.0 | 0.02 | -0.02 | 0.02 |
| Beta | NA | 0.73 | 1.07 | 1.05 | 0.61 | 0.93 | 0.97 | 1.18 | 0.92 |
| RSquared | NA | 0.76 | 0.93 | 0.93 | 0.63 | 0.97 | 0.95 | 0.96 | 0.94 |
| Yield(%) | N/A | 0.1 | 0.1 | N/A | 0.0 | 0.1 | 0.4 | 0.0 | 1.3 |
| Dividend Growth(%) | N/A | -45.5 | N/A | N/A | -100.0 | -45.5 | 2100.0 | -99.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/2007
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|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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Best Closed End Funds
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