Delaware Ivy Accumulative Fund Class A (IATAX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return10.62%
5-Year Average Return5.33%
Number of Years Up64
Number of Years Down19
Best 1 Yr Total Return (May 15, 2024)44.46%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return44.46%
Worst 3-Yr Total Return-8.90%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnIATAXCategory
YTD4.03%12.38%
1-Month-5.02%5.09%
3-Month1.61%10.28%
1-Year21.89%41.70%
3-Year-9.70%22.56%
5-Year3.78%21.98%
10-Year7.10%15.99%
Last Bull Market25.63%25.99%
Last Bear Market-34.70%-17.29%
Annual Total Return (%) History
YearIATAXCategory
2024N/AN/A
202336.16%N/A
2022-50.20%N/A
202111.50%N/A
202044.46%35.86%
201931.09%31.90%
2018-3.05%-2.09%
201715.04%27.67%
20163.19%3.23%
20153.45%3.60%
201413.71%10.00%
201333.48%33.92%
201212.06%15.34%
2011-1.84%-2.46%
201015.77%15.53%
200925.62%35.68%
2008-39.80%-40.67%
200713.94%13.35%
200612.80%7.05%
200510.69%6.71%
20047.35%7.81%
200319.58%28.66%
2002-22.95%-27.64%
2001-15.45%-22.30%
200020.16%-13.05%
199925.72%38.87%
199822.62%34.55%
199729.58%26.36%
199612.18%19.76%
199534.21%32.65%
19940.04%-2.45%
19939.06%8.69%
199214.20%5.92%
199123.68%40.07%
1990-10.17%-3.78%
198927.56%27.76%
198817.06%12.55%
19874.53%1.56%
198618.05%14.05%
198525.56%28.64%
19846.90%-3.94%
198326.40%18.56%
198230.12%32.75%
1981-1.18%-2.13%
198034.60%40.60%
197916.76%32.37%
19789.79%15.06%
1977-2.97%2.56%
197619.53%22.23%
197528.79%35.35%
1974-27.89%-31.34%
1973-18.88%-28.56%
197212.75%19.23%
197117.59%24.89%
1970-2.86%-10.89%
1969-11.16%-9.80%
19686.86%15.14%
196712.99%42.77%
1966-5.88%-6.98%
196514.80%21.58%
196416.45%10.60%
196318.27%18.94%
1962-11.10%-18.01%
196128.41%26.01%
19602.64%5.60%
195914.77%16.68%
195838.06%44.67%
1957-15.44%-15.41%
195613.98%9.71%
195523.65%20.69%
195463.16%47.17%
19530.90%-2.95%
195211.82%6.47%
195118.16%18.43%
195025.54%29.37%
194915.72%17.04%
1948-3.22%-1.13%
19471.27%-0.18%
1946-4.28%-8.13%
194532.17%34.51%
194421.88%23.00%
194327.43%36.24%
194212.45%33.41%
1941-4.75%1.63%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20249.52%N/AN/AN/A
202312.97%12.14%-4.92%13.04%
2022-20.66%-34.70%0.43%-4.28%
20210.92%8.73%-0.58%2.20%
2020-14.91%28.06%13.86%16.43%
201917.63%5.59%-3.31%9.16%
20180.71%5.02%7.26%-14.53%
20176.16%2.64%0.89%4.65%
2016-2.44%1.09%3.24%1.36%
20154.37%1.82%-7.95%5.76%
20141.83%5.77%0.09%5.48%
20138.91%2.91%8.28%9.98%
201214.42%-6.42%5.84%-1.13%
20116.54%-1.00%-15.70%10.39%
20104.63%-12.54%13.15%11.80%
2009-9.65%16.03%13.08%5.98%
2008-10.17%2.45%-12.94%-24.85%
20071.71%8.77%5.82%-2.67%
20063.10%-2.15%3.22%8.32%
20050.98%1.62%5.41%2.33%
20040.35%0.61%-2.42%8.96%
2003-3.53%11.96%0.58%10.08%
2002-1.11%-9.23%-16.16%2.39%
2001-12.59%2.56%-12.37%7.63%
200011.71%-5.77%10.93%2.91%
19992.29%7.50%-8.47%24.90%
199811.58%4.16%-7.44%13.99%
19974.00%14.14%6.99%2.03%
19962.83%0.62%3.12%5.14%
19956.38%9.73%10.48%4.06%
1994-2.09%-0.30%4.15%-1.61%
19933.33%1.17%2.57%1.70%
19922.24%0.54%0.41%10.64%
199112.60%0.69%4.14%4.74%
1990-2.39%2.55%-13.59%3.85%
19896.38%9.06%9.82%0.12%
19887.83%4.03%1.74%2.57%
198717.77%2.34%3.13%-15.90%
198616.20%7.55%-7.01%1.59%
19859.40%7.72%-7.13%14.72%
1984-2.96%-2.53%8.43%4.23%
198311.35%15.12%0.55%-1.94%
1982-4.22%0.00%11.75%21.57%
19812.81%-1.64%-9.83%8.39%
1980-3.70%13.73%11.24%10.48%
19793.41%3.47%7.19%1.80%
1978-3.37%9.00%7.90%-3.39%
1977-5.58%2.91%-1.58%1.47%
197613.28%1.56%2.34%1.52%
197518.54%16.01%-12.88%7.49%
1974-5.77%-9.49%-26.06%14.36%
1973-8.35%-7.97%8.10%-11.02%
19727.08%0.25%-1.50%6.63%
197113.19%0.26%0.19%3.42%
1970-5.03%-21.80%19.21%9.73%
1969-5.41%-3.75%-2.21%-0.22%
1968-11.27%14.29%2.66%2.64%
19678.07%-0.11%3.17%1.46%
19660.00%-2.62%-10.21%7.65%
19652.90%-2.00%9.10%4.34%
19646.36%4.71%4.25%0.30%
19636.13%4.77%2.48%3.79%
1962-2.99%-20.51%2.19%12.81%
196114.42%0.84%4.58%6.41%
1960-6.72%4.19%-3.54%9.48%
19594.60%6.51%-3.98%7.28%
19586.90%7.29%10.10%9.33%
1957-4.36%5.47%-10.55%-6.28%
19569.14%-0.34%-1.89%6.81%
19555.65%8.44%-0.19%8.13%
195412.75%11.90%9.57%18.02%
1953-1.27%-4.18%-1.01%7.74%
19522.33%1.62%-0.96%8.58%
19515.82%-2.06%14.39%-0.33%
19503.75%1.61%9.88%8.38%
19491.76%-6.93%11.63%9.45%
19480.00%9.45%-8.99%-2.83%
1947-1.08%-4.01%3.04%3.52%
19466.19%6.41%-18.63%4.10%
19454.09%9.09%7.69%8.07%
19443.04%12.20%-0.72%6.20%
194323.30%6.30%-1.85%-0.94%
1942-3.98%-2.14%9.29%9.50%
1941-3.73%2.35%4.13%-7.16%
Rank In Category (By Total Return)
YTD79
1-Month66
3-Month87
1-Year84
3-Year97
5-Year99
Load Adjusted Returns
1-Year14.88%
3-Year-11.46%
5-Year2.56%
10-Year6.47%
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