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Ivy Global Equity Income A (IBIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.38+0.07 (+0.75%)
As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★★
Number of years up8
Number of years down3
Best 1-yr total return (2 Jul 2024)23.12%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
IBIAXCategory average
5 years
IBIAXCategory average
10 years
IBIAXCategory average
Alpha
1.5-0.05
-1.24-0.04
-1.16-0.01
BETA
0.810.01
0.90.01
0.870.01
Mean annual return
0.630.01
0.80.01
0.590.01
R-squared
73.40.9
81.220.88
82.110.87
Standard deviation
15.830.2
17.510.16
14.270.15
Sharpe ratio
0.260
0.420.01
0.380.01
Treynor ratio
3.810.08
6.740.09
5.30.08