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Delaware Ivy Core Equity Fund Class R (IYCEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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16.89

+0.05

(+0.30%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up8

Number of Years Down3

Best 1 Yr Total Return (May 9, 2024)31.82%

Worst 1 Yr Total Return (May 9, 2024)N/A

Risk Statistics

3 Years

IYCEXCategory Average

5 Years

IYCEXCategory Average

10 Years

IYCEXCategory Average

Alpha

-0.28-0.02

0.23-0.01

-1.42-0.02

BETA

1.020.01

10.01

1.010.01

Mean Annual Return

0.760.01

1.190.01

0.960.01

R-squared

97.710.95

97.630.95

95.770.95

Standard Deviation

18.160.19

18.610.15

15.70.14

Sharpe Ratio

0.340.01

0.650.01

0.640.01

Treynor Ratio

4.590.16

11.220.15

9.260.12