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Delaware Value Inst (DDVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.28+0.03 (+0.18%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.55%
5-Year Average Return6.25%
Number of Years Up18
Number of Years Down7
Best 1 Yr Total Return (Jun 19, 2024)33.44%
Worst 1 Yr Total Return (Jun 19, 2024)N/A
Best 3-Yr Total Return33.44%
Worst 3-Yr Total Return5.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDDVIXCategory
YTD3.73%4.44%
1-Month0.58%-4.04%
3-Month0.61%4.09%
1-Year12.77%14.37%
3-Year2.88%6.04%
5-Year7.67%9.20%
10-Year7.37%8.57%
Last Bull Market19.05%22.97%
Last Bear Market-10.11%-11.27%

Annual Total Return (%) History

Year
DDVIXCategory
2024
N/AN/A
2023
2.10%11.63%
2022
-3.51%-5.90%
2021
22.37%26.22%
2020
0.15%2.91%
2019
20.24%25.04%
2018
-2.91%-8.53%
2017
13.64%15.94%
2016
14.78%14.81%
2015
-0.35%-4.05%
2014
13.69%10.21%
2013
33.44%31.21%
2012
14.48%14.57%
2011
9.14%-0.75%
2010
16.03%13.66%
2009
17.77%24.13%
2008
-32.88%-37.09%
2007
-2.77%1.42%
2006
23.88%18.15%
2005
5.74%5.95%
2004
13.48%12.97%
2003
27.62%28.44%
2002
-16.91%-18.69%
2001
-5.35%-4.99%
2000
7.21%7.87%
1999
10.30%6.72%
1998
N/A12.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.34%N/AN/AN/A
2023-3.85%2.86%-5.33%9.05%
20220.24%-10.11%-5.80%13.67%
20219.00%3.01%0.01%8.98%
2020-26.65%15.40%2.81%15.10%
201910.22%0.61%2.07%6.24%
2018-0.93%2.34%8.19%-11.49%
20173.15%-0.30%4.79%5.46%
20161.69%8.98%-0.03%3.60%
20151.83%-1.67%-7.27%7.33%
20142.79%5.51%1.74%3.05%
201312.24%3.91%4.47%9.52%
20128.25%-0.42%4.79%1.34%
20117.86%1.71%-12.91%14.23%
20103.75%-9.68%12.60%9.96%
2009-10.67%10.53%11.45%7.03%
2008-9.70%-5.74%-8.79%-13.55%
20070.45%6.44%-2.85%-6.39%
20066.33%0.34%8.44%7.07%
20051.85%0.00%3.81%0.00%
20042.91%0.20%0.97%8.99%
2003-4.56%16.20%1.26%13.64%
20024.58%-9.55%-18.26%7.47%
2001-5.47%5.07%-12.01%8.31%
20001.80%-4.23%7.29%2.49%
19991.33%12.03%-9.12%6.91%
199817.36%N/AN/AN/A

Rank In Category (By Total Return)

YTD93
1-Month98
3-Month96
1-Year96
3-Year94
5-Year94

Load Adjusted Returns

1-Year12.77%
3-Year2.88%
5-Year7.67%
10-Year7.37%