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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.

Risk overview

Morningstar risk rating★★★
Number of years up8
Number of years down3
Best 1-yr total return (4 Jul 2024)22.76%
Worst 1-yr total return (4 Jul 2024)N/A

Risk statistics

3 years
IYGEXCategory average
5 years
IYGEXCategory average
10 years
IYGEXCategory average
Alpha
1.22-0.05
-1.52-0.04
-1.44-0.01
BETA
0.810.01
0.90.01
0.870.01
Mean annual return
0.610.01
0.780.01
0.570.01
R-squared
73.40.9
81.150.88
82.040.87
Standard deviation
15.810.2
17.480.16
14.260.15
Sharpe ratio
0.250
0.40.01
0.360.01
Treynor ratio
3.460.08
6.410.09
4.970.08