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Delaware Ivy Smid Cap Core Fund Class R6 (ISPVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.40-0.11 (-0.59%)
At close: 08:05AM EDT

Risk overview

Morningstar risk rating★
Number of years up6
Number of years down3
Best 1-yr total return (15 May 2024)29.12%
Worst 1-yr total return (15 May 2024)N/A

Risk statistics

3 years
ISPVXCategory average
5 years
ISPVXCategory average
10 years
ISPVXCategory average
Alpha
-7.01-0.09
-5.95-0.06
-4.04-0.06
BETA
0.980.01
1.040.01
1.060.01
Mean annual return
0.180.01
0.730.01
0.80.01
R-squared
78.740.83
79.140.77
76.780.78
Standard deviation
19.410.26
21.710.21
18.410.19
Sharpe ratio
-0.050
0.30.01
0.440.01
Treynor ratio
-2.870.08
4.180.1
6.240.09