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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

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return8.81%
5-Year Average Return6.61%
Number of Years Up4
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)20.34%
Worst 1 Yr Total Return (Feb 3, 2019)-16.71%
Best 3-Yr Total Return20.34%
Worst 3-Yr Total Return-0.63%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFISUXCategory
YTD24.72%26.79%
1-Month-3.06%-1.77%
3-Month1.66%4.45%
1-Year74.91%71.02%
3-Year5.36%9.35%
5-Year7.83%12.17%
10-Year0.00%9.95%
Last Bull Market24.97%28.07%
Last Bear Market-19.73%-24.24%

Annual Total Return (%) History

Year
FISUXCategory
2021
N/AN/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/A36.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202120.09%N/AN/AN/A
2020-37.59%18.22%-0.06%32.75%
201910.80%1.29%-0.46%7.72%
2018-2.99%4.70%0.85%-18.69%
20173.08%3.64%4.97%5.38%
2016-1.62%2.02%7.55%7.54%
20157.18%0.85%-10.44%2.69%
20141.79%5.09%-4.48%3.91%
20137.36%9.72%N/AN/A

Rank In Category (By Total Return)

YTD66
1-Month86
3-Month68
1-Year64
3-Year84
5-Year70

Load Adjusted Returns

1-Year64.74%
3-Year6.25%
5-Year10.74%
10-Year9.11%