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Ivy Global Equity Income R (IYGEX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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9.41
+0.06
(+0.64%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
8
Number of years down
3
Best 1-yr total return (4 Jul 2024)
22.76%
Worst 1-yr total return (4 Jul 2024)
N/A
Risk statistics
3 years
IYGEX
Category average
5 years
IYGEX
Category average
10 years
IYGEX
Category average
Alpha
1.22
-0.05
-1.52
-0.04
-1.44
-0.01
BETA
0.81
0.01
0.9
0.01
0.87
0.01
Mean annual return
0.61
0.01
0.78
0.01
0.57
0.01
R-squared
73.4
0.9
81.15
0.88
82.04
0.87
Standard deviation
15.81
0.2
17.48
0.16
14.26
0.15
Sharpe ratio
0.25
0
0.4
0.01
0.36
0.01
Treynor ratio
3.46
0.08
6.41
0.09
4.97
0.08
Data disclaimer
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