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Delaware Value R (DDVRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.10-0.04 (-0.23%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.64%
5-Year Average Return5.45%
Number of Years Up12
Number of Years Down6
Best 1 Yr Total Return (Jul 1, 2024)32.69%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return32.69%
Worst 3-Yr Total Return4.82%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDDVRXCategory
YTD3.55%4.44%
1-Month0.52%-4.04%
3-Month0.49%4.09%
1-Year12.18%14.37%
3-Year2.35%6.04%
5-Year7.14%9.20%
10-Year6.83%8.57%
Last Bull Market18.86%22.97%
Last Bear Market-10.19%-11.27%

Annual Total Return (%) History

Year
DDVRXCategory
2024
N/AN/A
2023
1.56%11.63%
2022
-4.01%-5.90%
2021
21.80%26.22%
2020
-0.36%2.91%
2019
19.63%25.04%
2018
-3.39%-8.53%
2017
13.09%15.94%
2016
14.17%14.81%
2015
-0.80%-4.05%
2014
13.13%10.21%
2013
32.69%31.21%
2012
13.84%14.57%
2011
8.71%-0.75%
2010
15.39%13.66%
2009
17.24%24.13%
2008
-33.30%-37.09%
2007
-3.20%1.42%
2006
23.47%18.15%
2005
N/A5.95%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.27%N/AN/AN/A
2023-3.97%2.79%-5.50%8.88%
20220.07%-10.19%-5.92%13.53%
20218.92%2.83%-0.08%8.84%
2020-26.76%15.26%2.67%14.96%
201910.08%0.48%1.95%6.10%
2018-1.06%2.25%8.06%-11.62%
20172.99%-0.40%4.67%5.33%
20161.58%8.84%-0.15%3.43%
20151.76%-1.85%-7.34%7.20%
20142.66%5.44%1.55%2.92%
201312.10%3.70%4.41%9.32%
20127.97%-0.42%4.55%1.27%
20117.76%1.53%-13.03%14.25%
20103.64%-9.79%12.50%9.71%
2009-10.79%10.38%11.34%6.93%
2008-9.86%-5.83%-8.91%-13.73%
20070.37%6.23%-2.93%-6.47%
20066.26%0.25%8.48%6.84%
2005-0.23%N/AN/AN/A

Rank In Category (By Total Return)

YTD94
1-Month99
3-Month96
1-Year97
3-Year95
5-Year97

Load Adjusted Returns

1-Year12.18%
3-Year2.35%
5-Year7.14%
10-Year6.83%