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Delaware Ivy Value Y (IYVYX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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16.67

-0.03

(-0.18%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★

Number of years up15

Number of years down5

Best 1-yr total return (4 Jul 2024)34.53%

Worst 1-yr total return (4 Jul 2024)N/A

Risk statistics

3 years

IYVYXCategory average

5 years

IYVYXCategory average

10 years

IYVYXCategory average

Alpha

-4.14-0.01

-4.8-0.03

-4.94-0.03

BETA

0.780.01

0.960.01

10.01

Mean annual return

0.440.01

0.870.01

0.70.01

R-squared

73.630.78

77.940.83

81.40.84

Standard deviation

16.080.17

19.670.19

16.860.16

Sharpe ratio

0.120

0.410

0.40.01

Treynor ratio

0.840.04

6.760.07

5.540.08