Delaware Ivy Balanced Fund Class A (IBNAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Risk overview
Morningstar risk rating★★★★★
Number of years up28
Number of years down8
Best 1-yr total return (2 May 2024)23.26%
Worst 1-yr total return (2 May 2024)N/A
Risk statistics
3 years
IBNAXCategory average5 years
IBNAXCategory average10 years
IBNAXCategory averageAlpha
2.1-0.01
2.04-0.01
0.73-0
BETA
1.030.01
1.110.01
1.120.01
Mean annual return
0.280.01
0.70.01
0.590.01
R-squared
93.370.93
94.610.92
92.160.92
Standard deviation
13.310.13
14.250.1
11.660.09
Sharpe ratio
0.020.01
0.440.01
0.480.01
Treynor ratio
-0.530.09
4.940.09
4.570.07
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