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Delaware Group Equity Funds IV - Delaware Equity Income Fund (FIUTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.30-0.10 (-1.56%)
At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★
Number of Years Up20
Number of Years Down9
Best 1 Yr Total Return (Mar 9, 2023)29.58%
Worst 1 Yr Total Return (Mar 9, 2023)N/A

Risk Statistics

3 Years
FIUTXCategory Average
5 Years
FIUTXCategory Average
10 Years
FIUTXCategory Average
Alpha
2.61-0.01
-1.35-0.03
-1.84-0.03
BETA
0.850.01
0.880.01
0.880.01
Mean Annual Return
1.190.01
0.720.01
0.790.01
R-squared
75.580.78
79.720.83
82.790.84
Standard Deviation
20.320.17
18.320.19
14.450.16
Sharpe Ratio
0.650
0.390
0.60.01
Treynor Ratio
14.170.04
6.50.07
8.950.08