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Delaware Ivy Balanced Fund Class R (IYBFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.08-0.10 (-0.45%)
As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★★★★
Number of years up8
Number of years down3
Best 1-yr total return (6 Jun 2024)22.81%
Worst 1-yr total return (6 Jun 2024)N/A

Risk statistics

3 years
IYBFXCategory average
5 years
IYBFXCategory average
10 years
IYBFXCategory average
Alpha
2.35-0.01
2.3-0.01
0.44-0
BETA
1.040.01
1.10.01
1.120.01
Mean annual return
0.340.01
0.830.01
0.580.01
R-squared
93.410.93
94.770.92
92.130.92
Standard deviation
13.480.13
14.070.1
11.70.09
Sharpe ratio
0.060.01
0.550.01
0.460.01
Treynor ratio
-0.040.09
6.390.09
4.360.07