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Delaware Ivy Balanced Fund Class R (IYBFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:05AM EDT
Risk overview
Morningstar risk rating★★★★★
Number of years up8
Number of years down3
Best 1-yr total return (13 May 2024)22.81%
Worst 1-yr total return (13 May 2024)N/A
Risk statistics
3 years
IYBFXCategory average5 years
IYBFXCategory average10 years
IYBFXCategory averageAlpha
1.79-0.01
1.7-0.01
0.4-0
BETA
1.030.01
1.110.01
1.120.01
Mean annual return
0.260.01
0.680.01
0.570.01
R-squared
93.360.93
94.580.92
92.140.92
Standard deviation
13.320.13
14.250.1
11.660.09
Sharpe ratio
00.01
0.420.01
0.450.01
Treynor ratio
-0.840.09
4.620.09
4.250.07
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