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Delaware Wealth Builder R (DDDRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.97+0.02 (+0.13%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.91%
5-Year Average Return6.63%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Jul 4, 2024)36.09%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return36.09%
Worst 3-Yr Total Return3.06%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDDDRXCategory
YTD6.19%9.69%
1-Month0.91%0.91%
3-Month0.47%5.21%
1-Year12.41%27.06%
3-Year4.95%11.00%
5-Year6.68%10.26%
10-Year5.05%8.34%
Last Bull Market17.98%15.58%
Last Bear Market-10.71%-12.16%

Annual Total Return (%) History

Year
DDDRXCategory
2024
N/AN/A
2023
11.89%N/A
2022
-8.99%N/A
2021
17.59%N/A
2020
2.29%11.72%
2019
17.20%19.23%
2018
-7.47%-5.76%
2017
8.87%13.21%
2016
8.86%7.34%
2015
-2.81%-1.93%
2014
7.61%6.21%
2013
19.40%16.48%
2012
13.37%11.72%
2011
1.83%-0.11%
2010
13.22%11.83%
2009
36.09%24.13%
2008
-32.66%-28.00%
2007
-4.17%5.99%
2006
19.36%11.29%
2005
2.35%5.13%
2004
10.04%8.86%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.70%0.47%N/AN/A
20232.18%3.45%-3.10%9.25%
2022-1.23%-10.71%-4.14%7.66%
20214.93%4.85%0.01%6.87%
2020-19.83%10.88%3.76%10.90%
20198.17%2.01%2.02%4.11%
2018-3.13%1.08%2.95%-8.22%
20172.50%1.51%2.25%2.32%
20160.89%5.02%2.09%0.63%
20151.41%-1.97%-5.49%3.44%
20142.54%4.20%-0.72%1.44%
20137.97%1.28%3.09%5.92%
20127.45%-0.64%4.18%1.92%
20115.80%0.32%-11.45%8.35%
20103.86%-5.72%8.59%6.47%
2009-3.74%15.52%14.64%6.75%
2008-6.41%-3.08%-8.35%-19.00%
20071.69%1.77%-1.55%-5.94%
20065.65%0.11%5.88%6.58%
2005-1.56%2.23%2.12%-0.41%
20042.84%-1.39%2.16%6.21%

Rank In Category (By Total Return)

YTD53
1-Month67
3-Month72
1-Year50
3-Year14
5-Year55

Load Adjusted Returns

1-Year12.41%
3-Year4.95%
5-Year6.68%
10-Year5.05%