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Delaware Global Equity II A (IBIAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.38+0.07 (+0.75%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.68%
5-Year Average Return8.38%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jul 1, 2024)23.12%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return23.12%
Worst 3-Yr Total Return2.33%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIBIAXCategory
YTD12.83%14.38%
1-Month2.09%-1.21%
3-Month3.92%5.03%
1-Year12.98%39.50%
3-Year6.52%9.11%
5-Year8.42%10.10%
10-Year6.23%7.90%
Last Bull Market20.80%15.53%
Last Bear Market-7.76%-17.52%

Annual Total Return (%) History

Year
IBIAXCategory
2024
N/AN/A
2023
14.50%N/A
2022
-11.42%N/A
2021
16.78%N/A
2020
3.58%2.50%
2019
23.12%20.73%
2018
-10.20%-10.41%
2017
18.65%18.90%
2016
4.61%9.24%
2015
-0.26%-3.06%
2014
2.94%3.61%
2013
21.49%25.36%
2012
N/A14.28%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.58%3.92%N/AN/A
202310.19%3.76%-8.67%9.64%
2022-7.69%-7.76%-10.92%16.79%
20217.25%3.10%-0.80%6.46%
2020-24.46%14.95%3.34%15.43%
201910.87%2.63%0.17%8.03%
2018-0.91%-0.89%2.95%-11.18%
20173.64%3.93%5.97%3.96%
2016-0.41%2.99%1.25%0.74%
20154.79%-1.76%-5.80%2.86%
20141.92%4.53%-3.30%-0.07%
20135.42%-0.11%8.68%6.15%
20126.11%2.82%N/AN/A

Rank In Category (By Total Return)

YTD1
1-Month2
3-Month3
1-Year52
3-Year25
5-Year45

Load Adjusted Returns

1-Year6.49%
3-Year4.43%
5-Year7.14%
10-Year5.61%