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Ivy Core Equity I (ICIEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.98+0.12 (+0.55%)
At close: 08:05AM EDT

Risk overview

Morningstar risk rating★★★
Number of years up12
Number of years down4
Best 1-yr total return (2 Jul 2024)32.69%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
ICIEXCategory average
5 years
ICIEXCategory average
10 years
ICIEXCategory average
Alpha
0.19-0.01
0.94-0.01
-1.02-0.01
BETA
1.010.01
0.980.01
10.01
Mean annual return
0.950.01
1.370.01
1.030.01
R-squared
97.670.94
97.540.95
95.780.95
Standard deviation
18.320.17
17.980.19
15.730.15
Sharpe ratio
0.440
0.780.01
0.680.01
Treynor ratio
6.730.03
13.80.1
10.060.1