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Macquarie US Large Cap Value I USD Acc (0P0001J671)

Other OTC - Other OTC Delayed Price. Currency in USD
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38.04-0.01 (-0.03%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.00%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down2
Best 1 Yr Total Return (Invalid Date)32.52%
Worst 1 Yr Total Return (Invalid Date)N/A
Best 3-Yr Total Return32.52%
Worst 3-Yr Total Return4.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001J671Category
YTD3.08%0.00%
1-Month-4.94%0.00%
3-Month3.40%0.00%
1-Year7.19%0.00%
3-Year3.04%0.00%
5-Year5.25%0.00%
10-Year6.82%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001J671Category
2024
N/AN/A
2023
2.10%N/A
2022
-4.06%N/A
2021
21.09%N/A
2020
-1.51%N/A
2019
20.43%N/A
2018
-3.64%N/A
2017
13.03%N/A
2016
13.84%N/A
2015
-1.92%N/A
2014
13.01%N/A
2013
32.52%N/A
2012
13.34%N/A
2011
8.44%N/A
2010
14.72%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.43%N/AN/AN/A
2023-4.04%2.93%-5.90%9.85%
20220.03%-10.19%-6.03%13.64%
20218.73%2.71%-0.27%8.72%
2020-27.32%15.15%2.52%14.78%
201910.67%0.56%1.77%6.32%
2018-1.00%2.02%8.03%-11.69%
20173.14%-0.49%4.65%5.23%
20161.38%8.94%-0.22%3.29%
20151.59%-1.93%-7.89%6.88%
20142.64%5.31%1.61%2.89%
201311.91%3.82%4.34%9.31%
20127.70%-0.37%4.44%1.13%
20117.58%1.44%-12.87%14.04%
20103.56%-9.92%12.18%9.63%

Rank In Category (By Total Return)

YTD73
1-Month77
3-Month62
1-Year91
3-Year81
5-Year95

Load Adjusted Returns

1-Year7.19%
3-Year3.04%
5-Year5.25%
10-Year6.82%