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Delaware Ivy Global Growth Fund Class B (IVIBX)
49.79
+0.08
+(0.16%)
At close: May 23 at 8:00:27 PM EDT
Fund Summary
The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in common stocks of U.S. and foreign companies that the manager believes are competitively well-positioned, gaining market share, have the potential for long-term growth and/or operate in regions or countries that the manager believes possess attractive growth characteristics. It primarily invests in issuers of developed countries, including the U.S., although the fund has the ability to invest in issuers domiciled in or doing business in any country or region around the globe, including emerging markets.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.23% |
| Worst 1Y Total Return | -44.46% |
| Number of Years Up | 19 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 8.10% |
| 5y Average Return | 4.76% |
| Rank in Category (ytd) | 59 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| IVIBX | Category Average | IVIBX | Category Average | IVIBX | Category Average | |
| Alpha | -1.13 | 0.04 | -0.98 | 0.04 | -1.62 | 0.02 |
| BETA | 1.03 | 0.01 | 1.05 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 1.42 | 0.02 | 1.22 | 0.02 | 0.85 | 0.01 |
| R-squared | 97.23 | 0.89 | 95.2 | 0.87 | 92.32 | 0.88 |
| Standard Deviation | 18.33 | 0.19 | 15.86 | 0.15 | 13.94 | 0.15 |
| Sharpe Ratio | 0.87 | 0.01 | 0.85 | 0.01 | 0.69 | 0.01 |
| Treynor Ratio | 15.13 | 0.18 | 12.44 | 0.18 | 8.87 | 0.11 |
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