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Delaware Ivy Accumulative Fund Class I (IATIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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6.30

-0.03

(-0.47%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★★

Number of Years Up22

Number of Years Down6

Best 1 Yr Total Return (Jun 6, 2024)44.57%

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

Risk Statistics

3 Years

IATIXCategory Average

5 Years

IATIXCategory Average

10 Years

IATIXCategory Average

Alpha

-16.040.03

-9.350.04

-5.020.01

BETA

1.150.01

1.120.01

1.090.01

Mean Annual Return

-0.350.02

0.730.02

0.760.01

R-squared

70.370.89

73.950.87

77.250.87

Standard Deviation

24.470.2

23.860.16

18.920.15

Sharpe Ratio

-0.310.01

0.280.01

0.40.01

Treynor Ratio

-8.960.21

3.420.21

5.550.15