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Delaware Mid Cap Growth Equity R6 (DFZRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.97+0.37 (+1.25%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.05%
5-Year Average Return6.09%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 13, 2024)94.51%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return94.51%
Worst 3-Yr Total Return-15.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDFZRXCategory
YTD0.25%10.80%
1-Month-6.41%4.43%
3-Month2.73%7.00%
1-Year11.76%48.17%
3-Year-15.75%21.26%
5-Year4.31%20.18%
10-Year9.69%14.07%
Last Bull Market31.27%27.14%
Last Bear Market-35.06%-21.26%

Annual Total Return (%) History

Year
DFZRXCategory
2024
N/AN/A
2023
20.63%N/A
2022
-45.28%N/A
2021
-8.12%N/A
2020
94.51%39.26%
2019
35.77%32.52%
2018
0.44%-6.65%
2017
35.61%23.91%
2016
N/A6.03%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.12%N/AN/AN/A
202311.21%6.77%-11.15%14.35%
2022-16.65%-35.06%3.46%-2.29%
2021-2.58%2.65%-5.07%-3.21%
2020-11.54%44.92%22.29%24.07%
201924.63%5.51%-4.57%8.19%
20184.24%12.83%13.62%-24.84%
20177.01%4.00%3.23%18.03%
20165.02%-9.83%N/AN/A

Rank In Category (By Total Return)

YTD74
1-Month59
3-Month57
1-Year78
3-Year96
5-Year92

Load Adjusted Returns

1-Year11.76%
3-Year-15.75%
5-Year4.31%
10-Year9.69%