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Delaware Ivy Core Equity Fund Class C (WTRCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.85+0.07 (+0.55%)
At close: 06:46PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.50%
5-Year Average Return14.54%
Number of Years Up24
Number of Years Down7
Best 1 Yr Total Return (Jul 1, 2024)31.17%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return31.17%
Worst 3-Yr Total Return3.10%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWTRCXCategory
YTD13.13%5.31%
1-Month4.99%-4.19%
3-Month4.29%3.90%
1-Year30.23%20.31%
3-Year8.75%6.48%
5-Year15.86%11.78%
10-Year10.61%10.96%
Last Bull Market28.80%25.56%
Last Bear Market-15.56%-15.11%

Annual Total Return (%) History

Year
WTRCXCategory
2024
N/AN/A
2023
22.71%22.32%
2022
-18.13%-16.96%
2021
27.85%26.07%
2020
20.71%15.83%
2019
29.96%28.78%
2018
-5.37%-6.27%
2017
19.44%20.44%
2016
2.67%10.37%
2015
-1.48%-1.07%
2014
8.35%10.96%
2013
31.17%31.50%
2012
17.33%14.96%
2011
0.11%-1.27%
2010
19.39%14.01%
2009
22.19%28.17%
2008
-35.30%-37.79%
2007
12.77%6.16%
2006
13.52%14.17%
2005
7.17%5.88%
2004
8.53%10.02%
2003
16.01%27.05%
2002
-23.24%-22.25%
2001
-15.84%-13.50%
2000
8.54%-6.31%
1999
12.15%20.16%
1998
20.73%22.39%
1997
24.57%28.37%
1996
18.05%20.76%
1995
29.75%32.35%
1994
-2.15%-0.93%
1993
14.12%N/A
1992
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.49%N/AN/AN/A
20236.02%7.84%-4.43%12.30%
2022-6.18%-15.56%-3.98%7.63%
20216.31%7.58%1.65%9.98%
2020-17.90%20.04%9.43%11.93%
201911.65%5.31%2.60%7.74%
20180.87%4.02%5.76%-14.72%
20174.42%1.27%6.52%6.04%
2016-2.19%1.16%4.24%-0.46%
20151.44%-0.87%-8.17%6.69%
20140.80%5.07%-0.38%2.70%
20138.56%1.63%8.47%9.59%
201213.97%-3.52%6.46%0.22%
20118.19%0.10%-16.77%11.06%
20106.74%-11.06%12.02%12.25%
2009-11.09%13.90%17.21%2.94%
2008-10.63%2.63%-11.15%-20.60%
20070.00%7.52%5.71%-0.79%
20065.39%0.72%2.13%4.71%
20050.35%1.15%3.87%1.64%
2004-1.88%2.30%0.00%8.12%
2003-5.68%11.73%-1.10%11.31%
2002-2.12%-12.33%-16.80%7.51%
2001-14.25%3.28%-15.06%11.87%
200011.33%-0.15%1.24%-3.56%
19990.70%4.60%-3.98%10.89%
199813.12%2.12%-7.12%12.52%
19971.00%17.05%7.14%-1.65%
19966.52%1.59%3.37%5.53%
19957.42%12.40%6.28%1.10%
1994-0.99%-2.00%3.06%-2.15%
19934.33%2.35%2.12%4.66%
19926.83%N/AN/AN/A

Rank In Category (By Total Return)

YTD12
1-Month24
3-Month19
1-Year17
3-Year38
5-Year18

Load Adjusted Returns

1-Year29.23%
3-Year8.75%
5-Year15.86%
10-Year10.61%