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Delaware Ivy Balanced Fund Class Y (IBNYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.170.00 (0.00%)
At close: 05:51PM EDT

Risk overview

Morningstar risk rating★★★★★
Number of years up16
Number of years down4
Best 1-yr total return (15 May 2024)23.27%
Worst 1-yr total return (15 May 2024)N/A

Risk statistics

3 years
IBNYXCategory average
5 years
IBNYXCategory average
10 years
IBNYXCategory average
Alpha
2.1-0.01
2.04-0.01
0.74-0
BETA
1.030.01
1.110.01
1.120.01
Mean annual return
0.280.01
0.70.01
0.60.01
R-squared
93.320.93
94.570.92
92.110.92
Standard deviation
13.320.13
14.260.1
11.670.09
Sharpe ratio
0.020.01
0.440.01
0.480.01
Treynor ratio
-0.540.09
4.940.09
4.570.07