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Delaware Ivy Balanced Fund Class Y (IBNYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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22.31

-0.09

(-0.40%)

At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★★★

Number of Years Up16

Number of Years Down4

Best 1 Yr Total Return (Jun 27, 2024)23.27%

Worst 1 Yr Total Return (Jun 27, 2024)N/A

Risk Statistics

3 Years

IBNYXCategory Average

5 Years

IBNYXCategory Average

10 Years

IBNYXCategory Average

Alpha

2.67-0.01

2.63-0.01

0.77-0

BETA

1.040.01

1.10.01

1.120.01

Mean Annual Return

0.370.01

0.850.01

0.610.01

R-squared

93.380.93

94.760.92

92.10.92

Standard Deviation

13.480.13

14.080.1

11.710.09

Sharpe Ratio

0.090.01

0.570.01

0.490.01

Treynor Ratio

0.270.09

6.710.09

4.680.07