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Delaware Ivy Smid Cap Core Fund Class I (IVVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.76+0.09 (+0.51%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.16%
5-Year Average Return7.50%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Jun 25, 2024)33.42%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return33.42%
Worst 3-Yr Total Return3.67%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIVVIXCategory
YTD5.62%20.19%
1-Month4.86%0.02%
3-Month2.93%4.36%
1-Year23.38%60.18%
3-Year2.19%11.32%
5-Year8.46%13.88%
10-Year8.45%11.19%
Last Bull Market27.57%27.98%
Last Bear Market-15.15%-24.08%

Annual Total Return (%) History

Year
IVVIXCategory
2024
N/AN/A
2023
16.85%N/A
2022
-14.68%N/A
2021
21.42%N/A
2020
7.56%10.99%
2019
24.78%23.75%
2018
-10.32%-12.72%
2017
13.73%12.28%
2016
28.96%20.78%
2015
-5.61%-5.38%
2014
7.30%3.79%
2013
33.42%37.39%
2012
18.80%15.46%
2011
-12.87%-4.07%
2010
26.58%25.61%
2009
29.57%31.80%
2008
-24.95%-36.56%
2007
N/A-1.10%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.02%N/AN/AN/A
20233.34%5.07%-4.79%13.02%
2022-5.50%-15.15%-2.21%8.81%
202115.65%3.20%-3.18%5.07%
2020-28.93%17.23%1.57%27.10%
201914.78%4.57%-2.18%6.28%
2018-3.60%11.87%4.25%-20.23%
20173.14%1.68%4.13%4.13%
20163.07%7.52%8.69%7.06%
20152.10%-1.46%-8.56%2.61%
20143.16%3.01%-5.44%6.79%
201313.11%2.44%6.39%8.23%
201211.82%-4.87%8.15%3.27%
20115.43%-5.68%-22.24%12.68%
20109.78%-11.68%11.77%16.81%
2009-6.98%12.93%16.00%6.33%
2008-9.03%-0.23%-0.23%-17.12%
2007-4.18%-5.09%N/AN/A

Rank In Category (By Total Return)

YTD27
1-Month48
3-Month27
1-Year36
3-Year40
5-Year79

Load Adjusted Returns

1-Year23.38%
3-Year2.19%
5-Year8.46%
10-Year8.45%