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Delaware Ivy Accumulative Fund Class A (IATAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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6.10

-0.03

(-0.49%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★★

Number of Years Up64

Number of Years Down19

Best 1 Yr Total Return (Jun 6, 2024)44.46%

Worst 1 Yr Total Return (Jun 6, 2024)N/A

Risk Statistics

3 Years

IATAXCategory Average

5 Years

IATAXCategory Average

10 Years

IATAXCategory Average

Alpha

-16.350.03

-9.660.04

-5.280.01

BETA

1.160.01

1.130.01

1.090.01

Mean Annual Return

-0.370.02

0.720.02

0.750.01

R-squared

70.70.89

74.110.87

77.310.87

Standard Deviation

24.570.2

23.960.16

18.980.15

Sharpe Ratio

-0.320.01

0.260.01

0.390.01

Treynor Ratio

-9.120.21

3.160.21

5.30.15