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Delaware Ivy Mid Cap Income Opps R6 (IVOSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.77-0.04 (-0.21%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.78%
5-Year Average Return8.65%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jul 4, 2024)26.78%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return26.78%
Worst 3-Yr Total Return5.15%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIVOSXCategory
YTD3.55%21.28%
1-Month-1.89%-1.96%
3-Month-3.48%4.90%
1-Year11.15%55.83%
3-Year4.27%11.08%
5-Year9.09%11.93%
10-Year0.00%10.64%
Last Bull Market26.19%25.54%
Last Bear Market-12.13%-22.08%

Annual Total Return (%) History

Year
IVOSXCategory
2024
N/AN/A
2023
17.96%N/A
2022
-14.62%N/A
2021
25.77%N/A
2020
8.27%2.63%
2019
26.78%25.18%
2018
-4.08%-12.86%
2017
12.42%13.22%
2016
22.83%18.06%
2015
-3.25%-5.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.29%-3.48%N/AN/A
20234.91%4.74%-5.95%14.13%
2022-6.33%-12.13%-4.56%8.69%
202111.09%4.14%0.14%8.56%
2020-29.49%23.79%4.55%18.66%
201911.14%4.83%2.44%6.23%
20180.71%1.93%7.11%-12.76%
20172.53%0.13%3.06%6.25%
20167.15%5.82%2.12%6.09%
20153.37%-2.37%-6.97%3.05%

Rank In Category (By Total Return)

YTD55
1-Month44
3-Month39
1-Year56
3-Year65
5-Year52

Load Adjusted Returns

1-Year11.15%
3-Year4.27%
5-Year9.09%
10-YearN/A