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Ivy Value R (IYVLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.84-0.16 (-0.94%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up8
Number of years down3
Best 1-yr total return (20 Jun 2024)34.06%
Worst 1-yr total return (20 Jun 2024)N/A

Risk statistics

3 years
IYVLXCategory average
5 years
IYVLXCategory average
10 years
IYVLXCategory average
Alpha
-4.45-0.01
-4.31-0.03
-4.88-0.03
BETA
0.780.01
0.970.01
10.01
Mean annual return
0.390.01
0.970.01
0.690.01
R-squared
73.880.78
79.150.83
81.990.84
Standard deviation
16.130.17
19.830.19
16.850.16
Sharpe ratio
0.090
0.480
0.40.01
Treynor ratio
0.180.04
8.130.07
5.510.08