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Delaware Group Equity Funds IV - Delaware Equity Income Fund (FIUUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.36-0.10 (-1.55%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-4.54%
5-Year Average Return5.95%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Mar 9, 2023)22.65%
Worst 1 Yr Total Return (Mar 9, 2023)N/A
Best 3-Yr Total Return22.65%
Worst 3-Yr Total Return3.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFIUUXCategory
YTD-4.54%17.52%
1-Month-7.66%-0.87%
3-Month-4.32%5.51%
1-Year-0.10%42.88%
3-Year13.73%11.93%
5-Year5.95%12.07%
10-Year0.00%10.95%
Last Bull Market39.77%23.18%
Last Bear Market-7.75%-17.87%

Annual Total Return (%) History

Year
FIUUXCategory
2022
3.32%N/A
2021
21.68%N/A
2020
0.07%2.91%
2019
22.65%25.04%
2018
-8.46%-8.53%
2017
15.53%15.94%
2016
13.20%14.81%
2015
-1.04%-4.05%
2014
8.19%10.21%
2013
N/A31.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20221.68%-7.75%-6.10%17.30%
20218.72%5.11%-0.60%7.12%
2020-26.50%15.27%2.49%15.25%
20199.51%3.37%1.95%6.27%
2018-3.09%1.75%5.08%-11.65%
20173.44%2.17%3.82%5.29%
20161.89%3.28%2.76%4.69%
20151.39%-0.76%-7.22%6.01%
20141.09%5.12%-1.04%2.88%
20133.74%8.94%N/AN/A

Rank In Category (By Total Return)

YTD77
1-Month91
3-Month78
1-Year6
3-Year32
5-Year54

Load Adjusted Returns

1-Year2.73%
3-Year13.35%
5-Year7.41%
10-Year9.11%