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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

Risk overview

Morningstar risk rating★★★
Number of years up16
Number of years down5
Best 1-yr total return (3 Feb 2019)42.77%
Worst 1-yr total return (3 Feb 2019)-40.42%

Risk statistics

3 years
IATBXCategory average
5 years
IATBXCategory average
10 years
IATBXCategory average
Alpha
2.90.03
0.070.04
-1.820.01
BETA
1.050.01
1.030.01
1.040.01
Mean annual return
1.890.02
1.50.02
1.140.01
R-squared
83.890.89
83.140.87
86.110.87
Standard deviation
21.170.2
16.950.16
15.310.15
Sharpe ratio
1.010.01
10.01
0.850.01
Treynor ratio
20.360.21
16.340.21
12.090.15