Ivy Balanced Risk Adjusted Performance

IBARX Fund  USD 23.83  0.16  0.67%   
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Ivy Balanced Fund has current Risk Adjusted Performance of 0.0182.

RAP

 = 

(ER[a] - RFR) * STD[b])/STD[b]

RFR

 = 
0.0182
ER[a] = Expected return on investing in Ivy Balanced
RFR = Risk Free Rate of return. Typically T-Bill Rate
STD[b] =   Standard Deviation of selected market or benchmark.

Ivy Balanced Risk Adjusted Performance Peers Comparison

Ivy Risk Adjusted Performance Relative To Other Indicators

Ivy Balanced Fund is rated second overall fund in risk adjusted performance among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about  199.41  of Maximum Drawdown per Risk Adjusted Performance. The ratio of Maximum Drawdown to Risk Adjusted Performance for Ivy Balanced Fund is roughly  199.41 
Compare Ivy Balanced to Peers

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