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Delaware Ivy Funds Energy Fund Class A: (MF: IEYAX)

(NASDAQ Mutual Funds) As of Jul 17, 2024 08:00 PM ET

$9.54 USD

-0.06 (-0.63%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 0.32 90
3 months 0.64 53
6 months 0.32 90
1 Year -1.20 90
3 Year 12.39 65
5 Year 2.45 93
10 Year -5.86 92

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -50.99
Bull Market (2/09 - 3/21) 47.48

Load Adjusted Returns as of Jun 30, 2024

1 Year -6.57
5 Year 1.30
10 Year -6.38
Since Inception -0.50

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 -0.32 0.64 NA NA
2023 -0.60 -2.12 -6.41 5.22
2022 35.52 -5.88 -1.97 13.06
2021 21.89 12.46 -3.45 8.21
2020 -61.53 33.53 -14.05 38.84
2019 16.66 -5.50 -14.33 10.45

Annual Return

20242023202220212020201920182017201620152014
% Total Return 0.32-4.1941.3643.22-38.714.32-34.57-13.0934.30-23.12-10.65
% Total Return Rel to Index -14.98-30.4359.5714.54-57.11-27.17-30.17-34.8922.36-24.51-24.29
% Total Return Rel to Peer -10.07-11.7817.357.09-23.23-5.92-12.85-11.997.864.181.12
% Perf Quintile vs Peer* 0.005.001.002.005.005.005.005.002.002.003.00
% Dividends 0.000.230.160.100.110.000.000.030.000.000.00
% Yield 0.002.431.601.432.080.000.000.270.000.000.00
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 1.241.281.351.351.411.411.461.411.491.481.60

* 1 = Top 20%, 5 = Bottom 20%