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Straits Times Index
3,280.10
-7.65(-0.23%)
Nikkei
37,934.76
+306.28(+0.81%)
Hang Seng
17,651.15
+366.61(+2.12%)
FTSE 100
8,139.83
+60.97(+0.75%)
Bitcoin USD
63,148.11
-1,210.41(-1.88%)
CMC Crypto 200
1,304.48
-92.06(-6.59%)

IVA Fiduciary Trust - IVA Worldwide Fund (IVWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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17.14

-0.25

(-1.45%)

At close: 08:01PM EDT

Risk overview

Morningstar risk rating★

Number of years up8

Number of years down4

Best 1-yr total return (3 Feb 2019)23.03%

Worst 1-yr total return (3 Feb 2019)-7.55%

Risk statistics

3 years

IVWAXCategory average

5 years

IVWAXCategory average

10 years

IVWAXCategory average

Alpha

-2.330.05

-1.660.03

1.20.04

BETA

0.730.01

0.680.01

0.570.01

Mean annual return

0.310.01

0.490.01

0.410.01

R-squared

93.260.86

900.83

87.160.83

Standard deviation

13.270.18

10.540.15

9.30.15

Sharpe ratio

0.180.01

0.440.01

0.460.01

Treynor ratio

2.120.11

6.20.12

6.850.1

Straits Times Index3,280.10-7.65(-0.23%)

Nikkei37,934.76+306.28(+0.81%)

Hang Seng17,651.15+366.61(+2.12%)

FTSE 1008,139.83+60.97(+0.75%)

Bitcoin USD63,148.11-1,210.41(-1.88%)

CMC Crypto 2001,304.48-92.06(-6.59%)

IVA Fiduciary Trust - IVA Worldwide Fund (IVWAX)

Risk overview

Risk statistics

Straits Times Index
3,280.10
-7.65(-0.23%)

Nikkei
37,934.76
+306.28(+0.81%)

Hang Seng
17,651.15
+366.61(+2.12%)

FTSE 100
8,139.83
+60.97(+0.75%)

Bitcoin USD
63,148.11
-1,210.41(-1.88%)

CMC Crypto 200
1,304.48
-92.06(-6.59%)