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Delaware Ivy Balanced Fund Class A (IBNAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.44-0.07 (-0.31%)
At close: 08:01PM EDT

Risk overview

Morningstar risk ratingβ˜…β˜…β˜…β˜…
Number of years up26
Number of years down7
Best 1-yr total return (3 Feb 2019)23.26%
Worst 1-yr total return (3 Feb 2019)-19.47%

Risk statistics

3 years
IBNAXCategory average
5 years
IBNAXCategory average
10 years
IBNAXCategory average
Alpha
N/A-0.01
N/A-0.01
N/A-0
BETA
N/A0.01
N/A0.01
N/A0.01
Mean annual return
N/A0.01
N/A0.01
N/A0.01
R-squared
N/A0.93
N/A0.92
N/A0.92
Standard deviation
N/A0.13
N/A0.1
N/A0.09
Sharpe ratio
N/A0.01
N/A0.01
N/A0.01
Treynor ratio
N/A0.09
N/A0.09
N/A0.07