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Delaware Ivy Core Equity Fund Class A (WCEAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.40+0.05 (+0.29%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.62%
5-Year Average Return16.27%
Number of Years Up17
Number of Years Down6
Best 1 Yr Total Return (May 19, 2024)32.29%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return32.29%
Worst 3-Yr Total Return3.88%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWCEAXCategory
YTD8.04%5.31%
1-Month-4.15%-4.19%
3-Month5.60%3.90%
1-Year24.13%20.31%
3-Year8.14%6.48%
5-Year13.78%11.78%
10-Year11.25%10.96%
Last Bull Market29.24%25.56%
Last Bear Market-15.30%-15.11%

Annual Total Return (%) History

Year
WCEAXCategory
2024
N/AN/A
2023
23.53%22.32%
2022
-17.36%-16.96%
2021
28.91%26.07%
2020
21.78%15.83%
2019
31.04%28.78%
2018
-4.54%-6.27%
2017
20.39%20.44%
2016
3.50%10.37%
2015
-0.75%-1.07%
2014
9.11%10.96%
2013
32.29%31.50%
2012
18.20%14.96%
2011
0.86%-1.27%
2010
20.35%14.01%
2009
23.13%28.17%
2008
-34.82%-37.79%
2007
13.71%6.16%
2006
14.36%14.17%
2005
7.90%5.88%
2004
9.37%10.02%
2003
17.26%27.05%
2002
-22.63%-22.25%
2001
-15.23%-13.50%
2000
N/A-6.31%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.71%N/AN/AN/A
20236.14%8.10%-4.28%12.48%
2022-5.97%-15.30%-3.85%7.92%
20216.44%7.83%1.91%10.22%
2020-17.74%20.29%9.71%12.18%
201911.78%5.57%2.88%7.93%
20181.09%4.19%5.97%-14.48%
20174.63%1.40%6.77%6.27%
2016-1.93%1.34%4.42%-0.27%
20151.64%-0.70%-8.03%6.94%
20140.93%5.27%-0.14%2.82%
20138.77%1.89%8.64%9.87%
201214.12%-3.30%6.73%0.35%
20118.43%0.28%-16.71%11.38%
20106.96%-10.89%12.22%12.51%
2009-10.91%14.07%17.42%3.19%
2008-10.55%2.89%-10.94%-20.49%
20070.20%7.68%5.93%-0.50%
20065.57%0.98%2.32%4.85%
20050.44%1.33%4.04%1.89%
2004-1.70%2.48%0.24%8.31%
2003-5.42%12.07%-0.94%11.68%
2002-1.88%-12.15%-16.65%7.68%
2001-14.09%3.58%-15.03%12.11%
2000-3.41%N/AN/AN/A

Rank In Category (By Total Return)

YTD11
1-Month45
3-Month12
1-Year21
3-Year20
5-Year10

Load Adjusted Returns

1-Year16.99%
3-Year6.03%
5-Year12.44%
10-Year10.59%