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Delaware Ivy Value R6 (IVALX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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17.13

-0.03

(-0.17%)

At close: 08:05AM EDT

Risk overview

Morningstar risk rating★★★★

Number of years up6

Number of years down3

Best 1-yr total return (4 July 2024)31.71%

Worst 1-yr total return (4 July 2024)N/A

Risk statistics

3 years

IVALXCategory average

5 years

IVALXCategory average

10 years

IVALXCategory average

Alpha

-3.8-0.01

-4.36-0.03

-4.52-0.03

BETA

0.780.01

0.960.01

10.01

Mean annual return

0.470.01

0.910.01

0.730.01

R-squared

73.590.78

78.020.83

81.490.84

Standard deviation

16.120.17

19.670.19

16.870.16

Sharpe ratio

0.140

0.440

0.420.01

Treynor ratio

1.30.04

7.260.07

60.08