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Delaware Ivy Wilshire Glbl Allocation A (IWGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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7.77

+0.07

(+0.91%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up20

Number of years down8

Best 1-yr total return (2 May 2024)25.25%

Worst 1-yr total return (2 May 2024)N/A

Risk statistics

3 years

IWGAXCategory average

5 years

IWGAXCategory average

10 years

IWGAXCategory average

Alpha

0.03-0.04

-0.34-0.03

-2.74-0.03

BETA

1.010.01

1.080.01

1.10.01

Mean annual return

0.120.01

0.50.01

0.30.01

R-squared

98.050.89

97.450.89

93.460.89

Standard deviation

12.680.13

13.680.11

11.390.1

Sharpe ratio

-0.140.01

0.280.01

0.180.01

Treynor ratio

-2.510.06

2.710.06

1.310.05