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Delaware Ivy Core Equity Fund Class I (ICIEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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21.67

-0.06

(-0.28%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up12

Number of Years Down4

Best 1 Yr Total Return (Jun 13, 2024)32.69%

Worst 1 Yr Total Return (Jun 13, 2024)N/A

Risk Statistics

3 Years

ICIEXCategory Average

5 Years

ICIEXCategory Average

10 Years

ICIEXCategory Average

Alpha

0.26-0.01

1.28-0.01

-0.84-0.01

BETA

1.020.01

0.990.01

1.010.01

Mean Annual Return

0.930.01

1.460.01

1.030.01

R-squared

97.740.94

97.680.95

95.820.95

Standard Deviation

18.310.17

18.20.19

15.730.15

Sharpe Ratio

0.430

0.840.01

0.690.01

Treynor Ratio

6.520.03

15.010.1

10.140.1