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Delaware Value Inst (DDVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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17.09

-0.04

(-0.23%)

As of 08:06AM EDT. Market open.

Risk overview

Morningstar risk rating★★

Number of years up18

Number of years down7

Best 1-yr total return (2 Jul 2024)33.44%

Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years

DDVIXCategory average

5 years

DDVIXCategory average

10 years

DDVIXCategory average

Alpha

-4.4-0.01

-6.26-0.03

-3.82-0.03

BETA

0.720.01

0.860.01

0.870.01

Mean annual return

0.380.01

0.630.01

0.660.01

R-squared

70.130.78

77.110.83

79.90.84

Standard deviation

15.180.17

17.650.19

14.810.16

Sharpe ratio

0.080

0.30

0.430.01

Treynor ratio

0.060.04

4.520.07

6.30.08