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Delaware Ivy Balanced Fund Class Y (IBNYX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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22.44

-0.04

(-0.18%)

At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★★

Number of years up16

Number of years down4

Best 1-yr total return (13 June 2024)23.27%

Worst 1-yr total return (13 June 2024)N/A

Risk statistics

3 years

IBNYXCategory average

5 years

IBNYXCategory average

10 years

IBNYXCategory average

Alpha

2.67-0.01

2.63-0.01

0.77-0

BETA

1.040.01

1.10.01

1.120.01

Mean annual return

0.370.01

0.850.01

0.610.01

R-squared

93.380.93

94.760.92

92.10.92

Standard deviation

13.480.13

14.080.1

11.710.09

Sharpe ratio

0.090.01

0.570.01

0.490.01

Treynor ratio

0.270.09

6.710.09

4.680.07