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Delaware Ivy Value Y (IYVYX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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16.70
-0.04
(-0.24%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
15
Number of years down
5
Best 1-yr total return (1 July 2024)
34.53%
Worst 1-yr total return (1 July 2024)
N/A
Risk statistics
3 years
IYVYX
Category average
5 years
IYVYX
Category average
10 years
IYVYX
Category average
Alpha
-4.12
-0.01
-4.02
-0.03
-4.57
-0.03
BETA
0.78
0.01
0.97
0.01
1
0.01
Mean annual return
0.41
0.01
1
0.01
0.72
0.01
R-squared
73.78
0.78
79.03
0.83
81.91
0.84
Standard deviation
16.11
0.17
19.85
0.19
16.86
0.16
Sharpe ratio
0.11
0
0.49
0
0.42
0.01
Treynor ratio
0.61
0.04
8.46
0.07
5.84
0.08
Data disclaimer
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