Canada markets close in 3 hours 8 minutes

Delaware Ivy Mid Cap Income Opps C (IVOCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
18.61-0.01 (-0.05%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.54%
5-Year Average Return7.47%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2024)25.37%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return25.37%
Worst 3-Yr Total Return3.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIVOCXCategory
YTD6.99%21.28%
1-Month4.49%-1.96%
3-Month6.99%4.90%
1-Year19.36%55.83%
3-Year5.78%11.08%
5-Year9.67%11.93%
10-Year0.00%10.64%
Last Bull Market39.89%25.54%
Last Bear Market-12.39%-22.08%

Annual Total Return (%) History

Year
IVOCXCategory
2024
N/AN/A
2023
16.77%N/A
2022
-15.59%N/A
2021
24.34%N/A
2020
7.00%2.63%
2019
25.37%25.18%
2018
-5.16%-12.86%
2017
11.11%13.22%
2016
21.50%18.06%
2015
-4.23%-5.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.99%N/AN/AN/A
20234.66%4.51%-6.19%13.80%
2022-6.59%-12.39%-4.83%8.38%
202110.77%3.78%-0.09%8.26%
2020-29.71%23.41%4.17%18.39%
201910.84%4.56%2.08%5.97%
20180.52%1.53%6.86%-13.04%
20172.19%-0.16%2.78%5.96%
20166.86%5.50%1.82%5.85%
20153.06%-2.64%-7.22%2.88%

Rank In Category (By Total Return)

YTD63
1-Month86
3-Month63
1-Year60
3-Year80
5-Year62

Load Adjusted Returns

1-Year18.36%
3-Year5.78%
5-Year9.67%
10-YearN/A