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Delaware Group Equity Funds IV - Delaware Special Situations Fund (FISUX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.68
+1.07
(+3.88%)
At close: 09:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
★★
Year-to-Date Return
8.81%
5-Year Average Return
6.61%
Number of Years Up
4
Number of Years Down
3
Best 1 Yr Total Return (Feb 3, 2019)
20.34%
Worst 1 Yr Total Return (Feb 3, 2019)
-16.71%
Best 3-Yr Total Return
20.34%
Worst 3-Yr Total Return
-0.63%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
FISUX
Category
YTD
24.72%
26.79%
1-Month
-3.06%
-1.77%
3-Month
1.66%
4.45%
1-Year
74.91%
71.02%
3-Year
5.36%
9.35%
5-Year
7.83%
12.17%
10-Year
0.00%
9.95%
Last Bull Market
24.97%
28.07%
Last Bear Market
-19.73%
-24.24%
Annual Total Return (%) History
Year
FISUX
Category
2021
N/A
N/A
2020
-2.12%
4.02%
2019
20.34%
21.43%
2018
-16.71%
-15.46%
2017
18.18%
8.54%
2016
16.08%
25.99%
2015
-0.59%
-6.71%
2014
6.17%
3.34%
2013
N/A
36.22%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2021
20.09%
N/A
N/A
N/A
2020
-37.59%
18.22%
-0.06%
32.75%
2019
10.80%
1.29%
-0.46%
7.72%
2018
-2.99%
4.70%
0.85%
-18.69%
2017
3.08%
3.64%
4.97%
5.38%
2016
-1.62%
2.02%
7.55%
7.54%
2015
7.18%
0.85%
-10.44%
2.69%
2014
1.79%
5.09%
-4.48%
3.91%
2013
7.36%
9.72%
N/A
N/A
Rank In Category (By Total Return)
YTD
66
1-Month
86
3-Month
68
1-Year
64
3-Year
84
5-Year
70
Load Adjusted Returns
1-Year
64.74%
3-Year
6.25%
5-Year
10.74%
10-Year
9.11%
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