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Ivy Wilshire Global Allocation N (IWGNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.98+0.04 (+0.50%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up4
Number of years down1
Best 1-yr total return (1 Jul 2024)18.68%
Worst 1-yr total return (1 Jul 2024)N/A

Risk statistics

3 years
IWGNXCategory average
5 years
IWGNXCategory average
10 years
IWGNXCategory average
Alpha
0.38-0.04
0.2-0.03
-2.48-0.03
BETA
10.01
1.080.01
1.10.01
Mean annual return
0.180.01
0.580.01
0.320.01
R-squared
98.280.89
97.510.89
93.440.89
Standard deviation
12.720.13
13.40.11
11.390.1
Sharpe ratio
-0.090.01
0.350.01
0.20.01
Treynor ratio
-1.990.06
3.620.06
1.50.05