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 (23 Apr 2024)23.26%
Worst 1-yr total return (23 Apr 2024)N/A
Risk statistics
3 years
IBNAXCategory average5 years
IBNAXCategory average10 years
IBNAXCategory averageAlpha
2.56-0.01
2.3-0.01
0.67-0
BETA
1.030.01
1.110.01
1.120.01
Mean annual return
0.50.01
0.820.01
0.630.01
R-squared
93.280.93
94.430.92
91.980.92
Standard deviation
13.260.13
14.150.1
11.580.09
Sharpe ratio
0.230.01
0.540.01
0.520.01
Treynor ratio
2.170.09
6.360.09
4.970.07
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