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Ivy Wilshire Global Allocation B (IWGBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.03+0.02 (+0.22%)
At close: 09:00PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up14
Number of years down7
Best 1-yr total return (3 Feb 2019)42.39%
Worst 1-yr total return (3 Feb 2019)-26.53%

Risk statistics

3 years
IWGBXCategory average
5 years
IWGBXCategory average
10 years
IWGBXCategory average
Alpha
-3.68-0.04
-3.76-0.03
-6.08-0.03
BETA
1.180.01
1.180.01
1.380.01
Mean annual return
0.790.01
0.680.01
0.410.01
R-squared
98.260.89
97.550.89
82.570.89
Standard deviation
13.540.13
10.920.11
12.970.1
Sharpe ratio
0.610.01
0.640.01
0.330.01
Treynor ratio
6.50.06
5.640.06
2.540.05