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Delaware Ivy Value Fund Class B (IYVBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.81+0.22 (+0.83%)
At close: 09:00PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up13
Number of years down4
Best 1-yr total return (3 Feb 2019)33.22%
Worst 1-yr total return (3 Feb 2019)-34.91%

Risk statistics

3 years
IYVBXCategory average
5 years
IYVBXCategory average
10 years
IYVBXCategory average
Alpha
-8.94-0.01
-8.2-0.03
-5.81-0.03
BETA
1.140.01
1.130.01
1.10.01
Mean annual return
1.260.01
1.060.01
0.970.01
R-squared
88.080.78
87.270.83
86.890.84
Standard deviation
22.330.17
18.580.19
15.380.16
Sharpe ratio
0.630
0.620
0.720.01
Treynor ratio
10.90.04
9.220.07
9.460.08