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Delaware Ivy Securian Real Estate Securities Fund Class B (IRSBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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29.04
+0.01
(+0.03%)
At close: 09:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
12
Number of years down
5
Best 1-yr total return (3 Feb 2019)
28.49%
Worst 1-yr total return (3 Feb 2019)
-37.16%
Risk statistics
3 years
IRSBX
Category average
5 years
IRSBX
Category average
10 years
IRSBX
Category average
Alpha
0.21
-0.01
-1.87
-0.05
1.78
0.02
BETA
0.82
0.01
0.75
0.01
0.67
0.01
Mean annual return
1.24
0.01
0.8
0.01
0.82
0.01
R-squared
66.51
0.66
53.56
0.55
37.27
0.47
Standard deviation
17.68
0.2
15.05
0.17
14.57
0.16
Sharpe ratio
0.79
0.01
0.56
0
0.63
0.01
Treynor ratio
16.11
0.12
10.16
0.07
12.63
0.11
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