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Delaware Ivy Core Equity Fund Class I (ICIEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.22+0.11 (+0.52%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.66%
5-Year Average Return17.07%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (May 30, 2024)32.69%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return32.69%
Worst 3-Yr Total Return4.18%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnICIEXCategory
YTD8.14%5.31%
1-Month-4.13%-4.19%
3-Month5.65%3.90%
1-Year24.44%20.31%
3-Year8.39%6.48%
5-Year14.03%11.78%
10-Year11.53%10.96%
Last Bull Market29.37%25.56%
Last Bear Market-15.25%-15.11%

Annual Total Return (%) History

Year
ICIEXCategory
2024
N/AN/A
2023
23.86%22.32%
2022
-17.22%-16.96%
2021
29.21%26.07%
2020
22.01%15.83%
2019
31.28%28.78%
2018
-4.34%-6.27%
2017
20.81%20.44%
2016
3.74%10.37%
2015
-0.43%-1.07%
2014
9.46%10.96%
2013
32.69%31.50%
2012
18.58%14.96%
2011
1.29%-1.27%
2010
20.79%14.01%
2009
23.82%28.17%
2008
-34.49%-37.79%
2007
N/A6.16%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.80%N/AN/AN/A
20236.25%8.15%-4.24%12.56%
2022-5.98%-15.25%-3.78%7.96%
20216.57%7.85%1.92%10.31%
2020-17.67%20.34%9.75%12.20%
201911.87%5.57%2.92%8.01%
20181.10%4.31%5.99%-14.42%
20174.75%1.53%6.82%6.34%
2016-1.89%1.42%4.49%-0.23%
20151.69%-0.57%-7.96%7.00%
20141.06%5.30%-0.06%2.93%
20138.86%1.98%8.72%9.94%
201214.15%-3.14%6.75%0.47%
20118.49%0.43%-16.62%11.49%
20107.06%-10.89%12.46%12.59%
2009-10.64%14.06%17.48%3.40%
2008-10.38%3.02%-10.85%-20.42%
20076.03%-0.52%N/AN/A

Rank In Category (By Total Return)

YTD9
1-Month44
3-Month12
1-Year18
3-Year17
5-Year8

Load Adjusted Returns

1-Year24.44%
3-Year8.39%
5-Year14.03%
10-Year11.53%