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Ivy Asset Strategy I (IVAEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.58+0.04 (+0.18%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up9
Number of years down7
Best 1-yr total return (20 Jun 2024)24.59%
Worst 1-yr total return (20 Jun 2024)N/A

Risk statistics

3 years
IVAEXCategory average
5 years
IVAEXCategory average
10 years
IVAEXCategory average
Alpha
3.72-0.04
2.53-0.03
-1.01-0.03
BETA
1.030.01
1.170.01
1.190.01
Mean annual return
0.460.01
0.870.01
0.480.01
R-squared
95.220.89
93.740.89
88.810.89
Standard deviation
13.280.13
15.020.11
12.640.1
Sharpe ratio
0.170.01
0.550.01
0.340.01
Treynor ratio
1.380.06
6.40.06
2.990.05