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Delaware Ivy Value I (IYAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.27+0.15 (+0.88%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up11
Number of years down5
Best 1-yr total return (19 Jun 2024)34.84%
Worst 1-yr total return (19 Jun 2024)N/A

Risk statistics

3 years
IYAIXCategory average
5 years
IYAIXCategory average
10 years
IYAIXCategory average
Alpha
-3.87-0.01
-3.68-0.03
-4.27-0.03
BETA
0.780.01
0.970.01
10.01
Mean annual return
0.430.01
1.020.01
0.740.01
R-squared
73.670.78
79.030.83
81.910.84
Standard deviation
16.120.17
19.820.19
16.850.16
Sharpe ratio
0.120
0.50
0.430.01
Treynor ratio
0.940.04
8.840.07
6.160.08