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Delaware Ivy Accumulative Fund Class A (IATAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.040.00 (0.00%)
At close: 05:40PM EDT

Risk Overview

Morningstar Risk Rating★★★★
Number of Years Up64
Number of Years Down19
Best 1 Yr Total Return (May 15, 2024)44.46%
Worst 1 Yr Total Return (May 15, 2024)N/A

Risk Statistics

3 Years
IATAXCategory Average
5 Years
IATAXCategory Average
10 Years
IATAXCategory Average
Alpha
-17.380.03
-8.910.04
-5.250.01
BETA
1.150.01
1.120.01
1.090.01
Mean Annual Return
-0.590.02
0.550.02
0.730.01
R-squared
69.970.89
73.970.87
77.240.87
Standard Deviation
24.430.2
24.030.16
18.940.15
Sharpe Ratio
-0.420.01
0.180.01
0.380.01
Treynor Ratio
-11.10.21
1.410.21
5.110.15