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Delaware Ivy Accumulative Fund Class C (IATCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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3.5700-0.0100 (-0.28%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.21%
5-Year Average Return4.78%
Number of Years Up18
Number of Years Down6
Best 1 Yr Total Return (Jun 6, 2024)42.94%
Worst 1 Yr Total Return (Jun 6, 2024)N/A
Best 3-Yr Total Return42.94%
Worst 3-Yr Total Return-9.60%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIATCXCategory
YTD8.41%12.38%
1-Month4.50%5.09%
3-Month1.16%10.28%
1-Year24.29%41.70%
3-Year-8.05%22.56%
5-Year4.91%21.98%
10-Year6.36%15.99%
Last Bull Market25.00%25.99%
Last Bear Market-34.80%-17.29%

Annual Total Return (%) History

Year
IATCXCategory
2024
N/AN/A
2023
35.44%N/A
2022
-50.61%N/A
2021
10.44%N/A
2020
42.94%35.86%
2019
29.83%31.90%
2018
-3.90%-2.09%
2017
13.89%27.67%
2016
2.11%3.23%
2015
2.59%3.60%
2014
12.57%10.00%
2013
32.20%33.92%
2012
10.82%15.34%
2011
-2.88%-2.46%
2010
14.69%15.53%
2009
24.18%35.68%
2008
-40.42%-40.67%
2007
12.81%13.35%
2006
11.69%7.05%
2005
9.61%6.71%
2004
6.08%7.81%
2003
18.43%28.66%
2002
-23.50%-27.64%
2001
-16.42%-22.30%
2000
18.81%-13.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.03%N/AN/AN/A
202312.66%11.99%-5.02%13.03%
2022-20.79%-34.80%0.19%-4.54%
20210.71%8.48%-0.81%1.92%
2020-15.07%27.75%13.45%16.13%
201917.25%5.38%-3.52%8.90%
20180.47%4.71%7.08%-14.69%
20175.99%2.35%0.57%4.38%
2016-2.67%0.75%2.97%1.13%
20154.16%1.64%-8.26%5.64%
20141.62%5.58%-0.28%5.22%
20138.70%2.71%7.91%9.72%
201214.07%-6.62%5.56%-1.44%
20116.19%-1.22%-15.91%10.11%
20104.46%-12.80%12.86%11.56%
2009-9.84%15.68%12.77%5.57%
2008-10.38%2.18%-13.20%-25.04%
20071.52%8.41%5.63%-2.96%
20062.92%-2.54%2.91%8.20%
20050.67%1.51%5.12%2.04%
20040.00%0.36%-2.67%8.61%
2003-4.03%11.92%0.20%10.04%
2002-1.13%-9.51%-16.30%2.16%
2001-12.81%2.31%-12.50%7.08%
200011.29%-6.01%10.69%2.61%

Rank In Category (By Total Return)

YTD80
1-Month65
3-Month70
1-Year85
3-Year98
5-Year99

Load Adjusted Returns

1-Year23.29%
3-Year-8.05%
5-Year4.91%
10-Year6.36%