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Delaware Ivy Core Equity Fund Class C (WTRCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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12.85

+0.07

(+0.55%)

At close: 06:46PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up24

Number of Years Down7

Best 1 Yr Total Return (Jul 1, 2024)31.17%

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

Risk Statistics

3 Years

WTRCXCategory Average

5 Years

WTRCXCategory Average

10 Years

WTRCXCategory Average

Alpha

-0.8-0.01

0.22-0.01

-1.91-0.01

BETA

1.020.01

0.990.01

1.010.01

Mean Annual Return

0.840.01

1.370.01

0.950.01

R-squared

97.770.94

97.710.95

95.830.95

Standard Deviation

18.30.17

18.210.19

15.750.15

Sharpe Ratio

0.370

0.780.01

0.620.01

Treynor Ratio

5.380.03

13.780.1

8.970.1