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Delaware Ivy Mid Cap Income Opps A (IVOAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.71-0.19 (-1.01%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.38%
5-Year Average Return8.32%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jun 30, 2024)26.31%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return26.31%
Worst 3-Yr Total Return4.73%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIVOAXCategory
YTD5.45%21.28%
1-Month3.59%-1.96%
3-Month2.82%4.90%
1-Year23.14%55.83%
3-Year4.12%11.08%
5-Year10.37%11.93%
10-Year0.00%10.64%
Last Bull Market25.99%25.54%
Last Bear Market-12.21%-22.08%

Annual Total Return (%) History

Year
IVOAXCategory
2024
N/AN/A
2023
17.62%N/A
2022
-14.94%N/A
2021
25.28%N/A
2020
7.81%2.63%
2019
26.31%25.18%
2018
-4.54%-12.86%
2017
11.96%13.22%
2016
22.38%18.06%
2015
-3.54%-5.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.19%N/AN/AN/A
20234.85%4.75%-6.04%13.97%
2022-6.39%-12.21%-4.64%8.54%
202110.94%4.05%0.10%8.42%
2020-29.52%23.59%4.36%18.59%
201911.06%4.72%2.33%6.13%
20180.62%1.77%7.02%-12.89%
20172.43%0.00%2.89%6.24%
20167.05%5.67%2.04%6.02%
20153.20%-2.35%-7.14%3.07%

Rank In Category (By Total Return)

YTD58
1-Month44
3-Month67
1-Year51
3-Year67
5-Year57

Load Adjusted Returns

1-Year16.06%
3-Year2.08%
5-Year9.07%
10-YearN/A