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Delaware Global Equity A (FIISX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.50+0.06 (+0.93%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.38%
5-Year Average Return4.63%
Number of Years Up31
Number of Years Down11
Best 1 Yr Total Return (Apr 29, 2024)32.22%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return32.22%
Worst 3-Yr Total Return0.83%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFIISXCategory
YTD8.27%12.08%
1-Month2.10%0.64%
3-Month8.27%6.49%
1-Year12.26%38.01%
3-Year4.97%12.74%
5-Year6.68%12.82%
10-Year6.47%9.05%
Last Bull Market22.83%18.82%
Last Bear Market-7.86%-20.53%

Annual Total Return (%) History

Year
FIISXCategory
2024
N/AN/A
2023
14.22%N/A
2022
-11.61%N/A
2021
7.67%N/A
2020
7.70%12.96%
2019
21.55%25.26%
2018
-11.13%-10.06%
2017
23.74%22.28%
2016
1.26%6.93%
2015
2.20%-0.92%
2014
4.35%3.67%
2013
25.94%24.08%
2012
16.05%14.39%
2011
-9.79%-7.19%
2010
12.46%14.49%
2009
32.22%34.45%
2008
-41.20%-41.13%
2007
16.64%12.16%
2006
17.77%19.88%
2005
8.07%10.91%
2004
12.37%16.90%
2003
28.82%34.18%
2002
-21.31%-14.39%
2001
-15.09%-8.39%
2000
-12.97%-3.51%
1999
31.66%35.82%
1998
16.80%16.44%
1997
7.98%9.96%
1996
14.43%15.68%
1995
17.83%14.17%
1994
-3.78%-1.71%
1993
22.97%35.10%
1992
-4.79%-2.06%
1991
16.85%17.03%
1990
-12.22%-7.53%
1989
37.96%31.37%
1988
15.84%3.74%
1987
29.64%33.58%
1986
45.46%47.67%
1985
10.63%2.80%
1984
-13.60%-13.60%
1983
30.01%30.01%
1982
8.19%8.19%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.27%N/AN/AN/A
202310.16%3.56%-8.59%9.54%
2022-7.72%-7.86%-10.71%16.42%
20211.75%6.88%-4.42%3.59%
2020-14.37%10.84%5.21%7.86%
201911.53%4.61%0.13%4.05%
20181.08%0.00%4.26%-15.67%
20177.95%5.58%3.37%5.03%
2016-3.32%-0.57%5.19%0.15%
20154.43%1.29%-7.87%4.87%
2014-2.21%5.24%-2.04%3.51%
20135.48%1.37%7.95%9.11%
201213.64%-6.44%6.26%2.72%
20113.59%-0.43%-19.59%8.77%
20103.54%-14.31%16.51%8.79%
2009-9.78%19.46%18.14%3.83%
2008-9.72%-1.43%-16.30%-21.05%
20071.72%7.66%6.39%0.11%
20066.15%0.00%2.24%8.51%
2005-2.26%1.23%7.62%1.49%
20042.20%1.33%-2.95%11.80%
2003-6.99%16.20%4.24%14.34%
2002-0.69%-9.34%-19.27%8.27%
2001-13.27%2.52%-14.52%11.71%
20003.10%-4.67%-5.37%-6.42%
19995.14%5.14%-0.86%20.13%
199813.42%3.30%-15.71%18.28%
19970.46%11.33%3.39%-6.61%
19964.87%2.61%0.00%6.34%
19952.23%5.36%4.29%4.89%
1994-5.58%0.51%4.71%-3.16%
19933.33%1.70%8.19%8.16%
1992-4.81%2.52%-1.52%-0.94%
19918.64%-2.39%5.91%4.04%
1990-6.69%13.35%-21.79%6.12%
19892.91%1.74%23.13%7.01%
198812.99%0.69%-6.16%8.52%
198725.71%11.17%14.41%-18.91%
198616.89%3.38%9.45%9.97%
198521.12%-8.66%-5.14%5.42%
19849.21%-11.08%1.78%-12.59%
198315.66%13.91%-3.63%2.40%
19825.91%1.72%1.28%-0.84%

Rank In Category (By Total Return)

YTD36
1-Month89
3-Month36
1-Year85
3-Year71
5-Year90

Load Adjusted Returns

1-Year5.80%
3-Year2.92%
5-Year5.42%
10-Year5.84%