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Delaware Ivy Wilshire Glbl Allocation A (IWGAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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8.01

+0.03

(+0.38%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up20

Number of Years Down8

Best 1 Yr Total Return (Jul 2, 2024)25.25%

Worst 1 Yr Total Return (Jul 2, 2024)N/A

Risk Statistics

3 Years

IWGAXCategory Average

5 Years

IWGAXCategory Average

10 Years

IWGAXCategory Average

Alpha

0.03-0.04

-0.13-0.03

-2.7-0.03

BETA

1.010.01

1.080.01

1.10.01

Mean Annual Return

0.160.01

0.550.01

0.310.01

R-squared

98.110.89

97.410.89

93.460.89

Standard Deviation

12.760.13

13.450.11

11.420.1

Sharpe Ratio

-0.120.01

0.320.01

0.180.01

Treynor Ratio

-2.340.06

3.290.06

1.30.05