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Delaware Ivy Core Equity Fund Class R (IYCEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.89+0.05 (+0.30%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.05%
5-Year Average Return15.06%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (May 9, 2024)31.82%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return31.82%
Worst 3-Yr Total Return3.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIYCEXCategory
YTD7.97%14.84%
1-Month-4.22%1.65%
3-Month5.49%7.55%
1-Year23.78%40.47%
3-Year7.79%16.77%
5-Year13.37%16.15%
10-Year10.85%13.21%
Last Bull Market29.14%24.09%
Last Bear Market-15.44%-17.61%

Annual Total Return (%) History

Year
IYCEXCategory
2024
N/AN/A
2023
23.23%N/A
2022
-17.67%N/A
2021
28.42%N/A
2020
21.30%15.83%
2019
30.49%28.78%
2018
-4.88%-6.27%
2017
19.98%20.44%
2016
3.08%10.37%
2015
-1.11%-1.07%
2014
8.79%10.96%
2013
31.82%31.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.72%N/AN/AN/A
20236.16%7.95%-4.29%12.35%
2022-6.04%-15.44%-3.90%7.82%
20216.39%7.74%1.77%10.09%
2020-17.76%20.22%9.52%12.03%
201911.71%5.46%2.70%7.86%
20181.03%4.09%5.89%-14.59%
20174.58%1.34%6.67%6.14%
2016-2.01%1.18%4.37%-0.39%
20151.50%-0.70%-8.14%6.82%
20140.94%5.14%-0.27%2.79%
20138.69%1.81%8.58%9.70%

Rank In Category (By Total Return)

YTD11
1-Month50
3-Month13
1-Year23
3-Year28
5-Year15

Load Adjusted Returns

1-Year23.78%
3-Year7.79%
5-Year13.37%
10-Year10.85%