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Delaware Ivy Systematic Emerging Markets Equity Fund Class B (IPOBX)
21.34
-0.05
(-0.23%)
As of November 8 at 6:45:27 PM EST. Market Open.
Fund Summary
The investment seeks to provide growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities, primarily common stock, of companies (i) from countries considered to be emerging market countries or (ii) that are economically linked to emerging market countries. It may invest up to 100% of its total assets in foreign securities and may invest in depositary receipts of foreign issuers. The fund also may invest up to 20% of its net assets in companies that are not located in, or economically linked to, emerging market countries.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 67.09% |
| Worst 1Y Total Return | -51.25% |
| Number of Years Up | 16 |
| Number of Years Down | 11 |
Performance & Risk
| YTD Return | 9.63% |
| 5y Average Return | 4.25% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| IPOBX | Category Average | IPOBX | Category Average | IPOBX | Category Average | |
| Alpha | 4.38 | 0.02 | 0.71 | 0.01 | 0.16 | -0.01 |
| BETA | 1.08 | 0.01 | 1.11 | 0.01 | 1.06 | 0.01 |
| Mean Annual Return | 1.51 | 0.01 | 1.02 | 0.01 | 0.67 | 0 |
| R-squared | 77.81 | 0.82 | 75.54 | 0.79 | 72.85 | 0.8 |
| Standard Deviation | 20.65 | 0.2 | 18.76 | 0.17 | 17.48 | 0.18 |
| Sharpe Ratio | 0.83 | 0.01 | 0.59 | 0.01 | 0.42 | 0 |
| Treynor Ratio | 15.05 | 0.1 | 8.82 | 0.11 | 5.74 | 0.04 |
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