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Delaware Ivy Value Fund Class B (IYVBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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26.81
+0.22
(+0.83%)
At close: 09:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
13
Number of years down
4
Best 1-yr total return (3 Feb 2019)
33.22%
Worst 1-yr total return (3 Feb 2019)
-34.91%
Risk statistics
3 years
IYVBX
Category average
5 years
IYVBX
Category average
10 years
IYVBX
Category average
Alpha
-8.94
-0.01
-8.2
-0.03
-5.81
-0.03
BETA
1.14
0.01
1.13
0.01
1.1
0.01
Mean annual return
1.26
0.01
1.06
0.01
0.97
0.01
R-squared
88.08
0.78
87.27
0.83
86.89
0.84
Standard deviation
22.33
0.17
18.58
0.19
15.38
0.16
Sharpe ratio
0.63
0
0.62
0
0.72
0.01
Treynor ratio
10.9
0.04
9.22
0.07
9.46
0.08
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