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Delaware Opportunity A (FIUSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.35+0.31 (+0.94%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.91%
5-Year Average Return8.23%
Number of Years Up23
Number of Years Down8
Best 1 Yr Total Return (May 2, 2024)43.83%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return43.83%
Worst 3-Yr Total Return2.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFIUSXCategory
YTD3.52%21.28%
1-Month-4.99%-1.96%
3-Month4.51%4.90%
1-Year17.17%55.83%
3-Year4.26%11.08%
5-Year8.02%11.93%
10-Year7.19%10.64%
Last Bull Market27.69%25.54%
Last Bear Market-13.73%-22.08%

Annual Total Return (%) History

Year
FIUSXCategory
2024
N/AN/A
2023
10.78%N/A
2022
-9.55%N/A
2021
31.05%N/A
2020
0.07%2.63%
2019
29.50%25.18%
2018
-15.78%-12.86%
2017
18.66%13.22%
2016
7.87%18.06%
2015
-1.18%-5.41%
2014
5.71%9.31%
2013
43.83%35.14%
2012
18.68%16.60%
2011
-1.01%-3.96%
2010
24.01%21.92%
2009
32.99%35.41%
2008
-38.30%-36.77%
2007
4.94%0.83%
2006
9.36%15.87%
2005
12.94%8.82%
2004
16.63%17.85%
2003
33.39%33.85%
2002
-19.92%-13.25%
2001
-12.94%6.67%
2000
3.16%18.45%
1999
40.26%8.50%
1998
11.90%1.94%
1997
18.57%25.58%
1996
15.34%21.11%
1995
24.40%28.05%
1994
0.50%-1.02%
1993
-0.89%15.40%
1992
N/A14.26%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.97%N/AN/AN/A
2023-1.23%4.08%-4.22%12.51%
2022-2.04%-13.73%-4.26%11.79%
202114.65%4.10%-0.32%10.16%
2020-35.42%19.34%5.01%23.65%
201915.16%3.53%1.40%7.12%
2018-3.00%2.57%1.52%-16.62%
20174.03%4.19%3.85%5.43%
2016-1.06%-0.82%5.76%3.93%
20156.19%-0.29%-9.81%3.48%
2014-0.50%5.37%-2.57%3.49%
201312.92%4.33%9.19%11.80%
201215.50%-7.50%6.26%4.53%
20117.61%2.56%-19.82%11.86%
20107.24%-11.33%12.30%16.14%
2009-9.93%20.16%16.11%5.83%
2008-8.45%1.85%-11.30%-25.39%
20074.26%5.80%-2.40%-2.53%
20066.39%-5.77%0.75%8.27%
20051.10%3.62%6.17%1.55%
20044.87%0.00%-0.53%11.80%
2003-4.60%17.15%5.15%13.50%
20022.94%-8.91%-17.43%3.42%
2001-12.99%11.54%-22.36%15.53%
200011.34%-5.34%5.88%-7.56%
19993.95%11.60%-4.58%26.72%
199810.19%-2.67%-20.16%30.70%
1997-3.73%12.98%17.03%-6.85%
19961.51%6.61%3.86%2.62%
19959.44%6.77%6.99%-0.50%
1994-4.04%-4.65%6.16%3.45%
19932.31%-1.61%0.41%-1.94%
19924.74%N/AN/AN/A

Rank In Category (By Total Return)

YTD33
1-Month42
3-Month34
1-Year28
3-Year57
5-Year58

Load Adjusted Returns

1-Year10.43%
3-Year2.23%
5-Year6.75%
10-Year6.56%