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Delaware Mid Cap Value C (DLMCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.43-0.18 (-2.72%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.07%
5-Year Average Return3.81%
Number of Years Up9
Number of Years Down5
Best 1 Yr Total Return (Mar 9, 2023)29.97%
Worst 1 Yr Total Return (Mar 9, 2023)N/A
Best 3-Yr Total Return29.97%
Worst 3-Yr Total Return2.01%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDLMCXCategory
YTD-2.07%21.28%
1-Month-8.40%-1.96%
3-Month-2.74%4.90%
1-Year-6.21%55.83%
3-Year13.33%11.08%
5-Year3.81%11.93%
10-Year7.25%10.64%
Last Bull Market47.25%25.54%
Last Bear Market-13.72%-22.08%

Annual Total Return (%) History

Year
DLMCXCategory
2022
-10.04%N/A
2021
29.97%N/A
2020
-1.07%2.63%
2019
27.97%25.18%
2018
-16.15%-12.86%
2017
15.74%13.22%
2016
17.81%18.06%
2015
-1.15%-5.41%
2014
5.77%9.31%
2013
28.19%35.14%
2012
12.23%16.60%
2011
-6.49%-3.96%
2010
26.75%21.92%
2009
28.80%35.41%
2008
N/A-36.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-2.19%-13.72%-4.43%11.56%
202114.55%3.75%-0.42%9.82%
2020-35.56%18.99%4.68%23.26%
201915.87%1.98%1.59%6.61%
2018-2.69%2.59%3.20%-18.62%
20174.24%-0.18%4.63%6.32%
20161.12%3.56%3.86%8.32%
20152.50%2.24%-8.55%3.15%
20142.82%4.28%-4.11%2.87%
201311.25%-0.57%5.66%9.68%
201211.57%-5.29%2.74%3.37%
20117.25%-1.92%-22.33%14.44%
20108.78%-9.33%12.66%14.07%
2009-11.31%17.53%18.31%4.44%
2008-23.50%N/AN/AN/A

Rank In Category (By Total Return)

YTD78
1-Month80
3-Month76
1-Year84
3-Year74
5-Year85

Load Adjusted Returns

1-Year-4.85%
3-Year12.12%
5-Year5.80%
10-Year8.14%