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Straits Times Index
3,332.80
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Delaware Group Equity Funds IV - Delaware Equity Income Fund (FIUTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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6.30
-0.10
(-1.56%)
At close: 08:01PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
20
Number of years down
9
Best 1-yr total return (9 Mar 2023)
29.58%
Worst 1-yr total return (9 Mar 2023)
N/A
Risk statistics
3 years
FIUTX
Category average
5 years
FIUTX
Category average
10 years
FIUTX
Category average
Alpha
2.61
-0.01
-1.35
-0.03
-1.84
-0.03
BETA
0.85
0.01
0.88
0.01
0.88
0.01
Mean annual return
1.19
0.01
0.72
0.01
0.79
0.01
R-squared
75.58
0.78
79.72
0.83
82.79
0.84
Standard deviation
20.32
0.17
18.32
0.19
14.45
0.16
Sharpe ratio
0.65
0
0.39
0
0.6
0.01
Treynor ratio
14.17
0.04
6.5
0.07
8.95
0.08
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