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Ivy Balanced I (IYBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.32-0.09 (-0.40%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★★
Number of years up12
Number of years down4
Best 1-yr total return (27 Jun 2024)23.60%
Worst 1-yr total return (27 Jun 2024)N/A

Risk statistics

3 years
IYBIXCategory average
5 years
IYBIXCategory average
10 years
IYBIXCategory average
Alpha
2.89-0.01
2.86-0.01
1.01-0
BETA
1.040.01
1.10.01
1.120.01
Mean annual return
0.380.01
0.870.01
0.630.01
R-squared
93.380.93
94.750.92
92.110.92
Standard deviation
13.470.13
14.080.1
11.710.09
Sharpe ratio
0.10.01
0.580.01
0.510.01
Treynor ratio
0.490.09
6.940.09
4.90.07