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Delaware Ivy Natural Resources R6 (INRSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.89-0.08 (-0.45%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.10%
5-Year Average Return7.92%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (May 9, 2024)27.05%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return27.05%
Worst 3-Yr Total Return-9.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnINRSXCategory
YTD4.53%20.74%
1-Month2.00%-1.94%
3-Month13.00%7.31%
1-Year7.19%63.77%
3-Year11.58%9.96%
5-Year6.27%11.51%
10-Year-0.37%3.43%
Last Bull Market9.46%19.09%
Last Bear Market-15.51%-29.67%

Annual Total Return (%) History

Year
INRSXCategory
2024
N/AN/A
2023
1.56%N/A
2022
18.18%N/A
2021
27.05%N/A
2020
-11.72%16.37%
2019
10.07%14.95%
2018
-23.28%-19.01%
2017
3.65%16.61%
2016
24.71%26.69%
2015
-21.94%-22.16%
2014
N/A-12.48%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.48%N/AN/AN/A
2023-0.78%-1.15%2.14%1.38%
202222.94%-15.51%4.59%8.78%
202111.08%6.75%-2.59%9.98%
2020-38.69%26.07%3.00%10.89%
201912.69%-2.20%-6.66%6.99%
2018-5.29%3.40%1.68%-22.95%
2017-2.71%-7.12%6.14%8.08%
20161.95%9.49%4.62%6.78%
20151.77%-0.90%-18.73%-4.76%
2014-17.12%N/AN/AN/A

Rank In Category (By Total Return)

YTD31
1-Month17
3-Month11
1-Year60
3-Year18
5-Year86

Load Adjusted Returns

1-Year7.19%
3-Year11.58%
5-Year6.27%
10-Year-0.37%