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Delaware Climate Solutions I (IVEIX)

9.46 +0.03 (+0.32%)
At close: 8:05 AM EDT

Fund Summary

The fund seeks to achieve its objective by investing in securities of U.S. and non-U.S. issuers, including non-dollar securities and securities of emerging market issuers. It focuses its investments on equity securities and equity-related investments and may invest in common and preferred stocks, convertible securities and warrants of companies of any market capitalization. The fund is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 44.04%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 8

Performance & Risk

YTD Return -2.98%
5y Average Return -0.16%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
IVEIXCategory AverageIVEIXCategory AverageIVEIXCategory Average
Alpha 11.6 -0.34 -8.32 -0.27 -12.7 -0.19
BETA 0.93 0.02 1.68 0.02 1.61 0.02
Mean Annual Return 1.61 -0 0.86 0 0.13 -0
R-squared 32.16 0.74 54.64 0.63 49.06 0.59
Standard Deviation 26.99 0.48 40.29 0.39 33.78 0.34
Sharpe Ratio 0.6 -0 0.2 0 0 -0
Treynor Ratio 15.02 -0.05 -0.38 -0.02 -3.67 -0.03

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