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Money
What a Labour government needs to do for pensions and work in the first 100 days
The next government should hit the ground running — here is what should be on the to-do list
Ivy Accumulative B (IATBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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11.91
-0.02
(-0.17%)
At close: 09:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
16
Number of years down
5
Best 1-yr total return (3 Feb 2019)
42.77%
Worst 1-yr total return (3 Feb 2019)
-40.42%
Risk statistics
3 years
IATBX
Category average
5 years
IATBX
Category average
10 years
IATBX
Category average
Alpha
2.9
0.03
0.07
0.04
-1.82
0.01
BETA
1.05
0.01
1.03
0.01
1.04
0.01
Mean annual return
1.89
0.02
1.5
0.02
1.14
0.01
R-squared
83.89
0.89
83.14
0.87
86.11
0.87
Standard deviation
21.17
0.2
16.95
0.16
15.31
0.15
Sharpe ratio
1.01
0.01
1
0.01
0.85
0.01
Treynor ratio
20.36
0.21
16.34
0.21
12.09
0.15
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