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Delaware Ivy Wilshire Glbl Allocation C (IWGCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Risk overview
Morningstar risk rating★★★
Number of years up16
Number of years down8
Best 1-yr total return (1 Jul 2024)24.25%
Worst 1-yr total return (1 Jul 2024)N/A
Risk statistics
3 years
IWGCXCategory average5 years
IWGCXCategory average10 years
IWGCXCategory averageAlpha
-0.82-0.04
-0.89-0.03
-3.52-0.03
BETA
10.01
1.080.01
1.10.01
Mean annual return
0.080.01
0.550.01
0.240.01
R-squared
98.20.89
97.560.89
93.440.89
Standard deviation
12.70.13
13.520.11
11.390.1
Sharpe ratio
-0.180.01
0.320.01
0.120.01
Treynor ratio
-3.10.06
3.310.06
0.650.05
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