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Delaware Group Equity Funds IV - Delaware Global Equity Fund (FIITX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.03+0.07 (+1.01%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.21%
5-Year Average Return5.78%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)24.23%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return24.23%
Worst 3-Yr Total Return1.09%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFIITXCategory
YTD5.23%12.08%
1-Month-2.86%0.64%
3-Month3.84%6.49%
1-Year3.97%38.01%
3-Year3.15%12.74%
5-Year5.46%12.82%
10-Year6.45%9.05%
Last Bull Market20.63%18.82%
Last Bear Market-7.67%-20.53%

Annual Total Return (%) History

Year
FIITXCategory
2024
N/AN/A
2023
14.52%N/A
2022
-11.40%N/A
2021
7.95%N/A
2020
8.03%12.96%
2019
22.06%25.26%
2018
-10.89%-10.06%
2017
24.23%22.28%
2016
1.75%6.93%
2015
2.54%-0.92%
2014
4.67%3.67%
2013
N/A24.08%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.33%N/AN/AN/A
202310.22%3.65%-8.50%9.57%
2022-7.66%-7.67%-10.85%16.56%
20211.81%6.98%-4.35%3.62%
2020-14.35%10.89%5.29%8.03%
201911.65%4.74%0.13%4.24%
20181.05%0.23%4.27%-15.62%
20177.94%5.74%3.54%5.13%
2016-3.28%-0.42%5.39%0.24%
20154.52%1.40%-7.77%4.91%
2014-2.31%5.33%-1.91%3.71%
20137.95%9.23%N/AN/A

Rank In Category (By Total Return)

YTD21
1-Month19
3-Month45
1-Year93
3-Year61
5-Year89

Load Adjusted Returns

1-Year3.97%
3-Year3.15%
5-Year5.46%
10-Year6.45%