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Delaware Ivy Large Cap Growth Fund A (WLGAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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31.43+0.34 (+1.09%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.33%
5-Year Average Return15.04%
Number of Years Up19
Number of Years Down4
Best 1 Yr Total Return (Apr 29, 2024)37.81%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return37.81%
Worst 3-Yr Total Return6.33%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWLGAXCategory
YTD9.66%12.38%
1-Month1.84%5.09%
3-Month9.66%10.28%
1-Year33.90%41.70%
3-Year12.29%22.56%
5-Year17.19%21.98%
10-Year15.07%15.99%
Last Bull Market39.50%25.99%
Last Bear Market-19.61%-17.29%

Annual Total Return (%) History

Year
WLGAXCategory
2024
N/AN/A
2023
37.81%N/A
2022
-27.00%N/A
2021
30.17%N/A
2020
30.76%35.86%
2019
36.44%31.90%
2018
2.06%-2.09%
2017
29.04%27.67%
2016
1.17%3.23%
2015
6.76%3.60%
2014
11.32%10.00%
2013
35.57%33.92%
2012
10.50%15.34%
2011
1.85%-2.46%
2010
14.07%15.53%
2009
24.58%35.68%
2008
-38.14%-40.67%
2007
29.34%13.35%
2006
3.30%7.05%
2005
14.37%6.71%
2004
5.94%7.81%
2003
28.97%28.66%
2002
-19.78%-27.64%
2001
-23.50%-22.30%
2000
N/A-13.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.66%N/AN/AN/A
202312.86%12.79%-4.30%13.12%
2022-9.22%-19.61%-4.84%5.12%
20211.42%13.42%1.20%11.82%
2020-13.20%25.44%10.88%8.31%
201915.91%6.86%1.89%8.10%
20184.09%5.96%8.58%-14.78%
20178.80%3.81%7.69%6.09%
2016-3.55%-0.74%6.90%-1.15%
20155.15%0.16%-5.46%7.23%
2014-0.34%4.72%1.68%4.90%
20138.77%0.69%11.08%11.43%
201214.44%-7.00%5.04%-1.16%
20114.77%1.10%-13.52%11.18%
20103.95%-11.98%11.70%11.62%
2009-5.22%11.14%11.67%5.91%
2008-11.43%-0.30%-11.65%-20.70%
20071.98%5.84%15.91%3.38%
20063.48%-1.81%-2.72%4.51%
2005-2.75%5.45%4.67%6.55%
20040.11%1.40%-5.11%9.98%
20030.84%11.60%3.22%11.03%
20022.91%-12.38%-14.25%3.76%
2001-18.97%3.06%-18.12%11.87%
200026.10%-6.30%N/AN/A

Rank In Category (By Total Return)

YTD75
1-Month61
3-Month75
1-Year67
3-Year13
5-Year19

Load Adjusted Returns

1-Year26.20%
3-Year10.10%
5-Year15.81%
10-Year14.39%