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Delaware Covered Call Strategy A (FRCCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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3.23000.0000 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.22%
5-Year Average Return6.79%
Number of Years Up4
Number of Years Down3
Best 1 Yr Total Return (Apr 18, 2024)21.65%
Worst 1 Yr Total Return (Apr 18, 2024)N/A
Best 3-Yr Total Return21.65%
Worst 3-Yr Total Return1.47%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFRCCXCategory
YTD4.30%11.36%
1-Month1.76%1.08%
3-Month4.30%5.12%
1-Year17.48%28.59%
3-Year7.58%9.08%
5-Year7.39%8.21%
10-Year0.00%7.85%
Last Bull Market25.50%22.28%
Last Bear Market-11.33%-18.84%

Annual Total Return (%) History

Year
FRCCXCategory
2024
N/AN/A
2023
19.26%N/A
2022
-9.45%N/A
2021
16.98%N/A
2020
-1.37%4.24%
2019
21.65%18.81%
2018
-10.83%-5.81%
2017
10.94%13.46%
2016
N/A7.25%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.30%N/AN/AN/A
20235.87%5.48%0.06%6.73%
2022-1.72%-11.33%-1.82%5.84%
20215.83%4.40%-0.59%6.50%
2020-24.25%12.89%5.48%9.35%
201910.69%3.15%1.96%4.50%
2018-3.64%0.85%5.80%-13.27%
20173.53%0.57%2.58%3.87%
20162.49%2.21%N/AN/A

Rank In Category (By Total Return)

YTD88
1-Month73
3-Month88
1-Year39
3-Year46
5-Year49

Load Adjusted Returns

1-Year10.73%
3-Year5.47%
5-Year6.12%
10-YearN/A