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Delaware Ivy Smid Cap Core Fund Class I (IVVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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17.76

+0.09

(+0.51%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★

Number of Years Up11

Number of Years Down5

Best 1 Yr Total Return (Jun 25, 2024)33.42%

Worst 1 Yr Total Return (Jun 25, 2024)N/A

Risk Statistics

3 Years

IVVIXCategory Average

5 Years

IVVIXCategory Average

10 Years

IVVIXCategory Average

Alpha

-6.55-0.09

-6.8-0.06

-4.02-0.06

BETA

0.980.01

1.060.01

1.060.01

Mean Annual Return

0.340.01

0.880.01

0.820.01

R-squared

79.180.83

79.530.77

76.930.78

Standard Deviation

19.630.26

21.720.21

18.470.19

Sharpe Ratio

0.040

0.380.01

0.450.01

Treynor Ratio

-1.110.08

5.830.1

6.490.09