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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.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★★
Number of years up
8
Number of years down
3
Best 1-yr total return (6 Jun 2024)
22.81%
Worst 1-yr total return (6 Jun 2024)
N/A
Risk statistics
3 years
IYBFX
Category average
5 years
IYBFX
Category average
10 years
IYBFX
Category average
Alpha
2.35
-0.01
2.3
-0.01
0.44
-0
BETA
1.04
0.01
1.1
0.01
1.12
0.01
Mean annual return
0.34
0.01
0.83
0.01
0.58
0.01
R-squared
93.41
0.93
94.77
0.92
92.13
0.92
Standard deviation
13.48
0.13
14.07
0.1
11.7
0.09
Sharpe ratio
0.06
0.01
0.55
0.01
0.46
0.01
Treynor ratio
-0.04
0.09
6.39
0.09
4.36
0.07
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