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Delaware Ivy Large Cap Growth Fund Class R: (MF: WLGRX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$32.47 USD
+0.26 (0.81%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.32 | 28 |
| 3 months | 5.26 | 17 |
| 6 months | 15.32 | 28 |
| 1 Year | 24.70 | 29 |
| 3 Year | 9.20 | 17 |
| 5 Year | 16.43 | 11 |
| 10 Year | 14.73 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -47.12 |
| Bull Market (2/09 - 3/21) | 897.52 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 24.70 |
| 5 Year | 16.43 |
| 10 Year | 14.73 |
| Since Inception | 10.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.55 | 5.26 | NA | NA |
| 2023 | 12.80 | 12.72 | -4.34 | 13.04 |
| 2022 | -9.26 | -19.69 | -4.92 | 5.02 |
| 2021 | 1.32 | 13.31 | 1.12 | 11.61 |
| 2020 | -13.29 | 25.32 | 10.76 | 8.20 |
| 2019 | 15.79 | 6.72 | 1.81 | 7.96 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.32 | 37.49 | -27.24 | 29.58 | 30.22 | 35.84 | 1.73 | 28.68 | 0.73 | 6.48 | 10.96 |
| % Total Return Rel to Index | 0.01 | 11.24 | -9.03 | 0.89 | 11.81 | 4.35 | 6.12 | 6.89 | -11.20 | 5.09 | -2.68 |
| % Total Return Rel to Peer | 4.65 | 14.49 | -7.54 | 7.52 | 10.30 | 7.42 | 8.59 | 8.00 | -7.08 | 8.08 | 2.75 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 1.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.91 | 2.88 | 3.12 | 1.90 | 2.97 | 2.75 | 0.97 | 0.91 | 1.18 | 1.39 |
| Expense Ratio | 1.14 | 1.23 | 1.37 | 1.38 | 1.40 | 1.40 | 1.46 | 1.47 | 1.47 | 1.47 | 1.47 |
* 1 = Top 20%, 5 = Bottom 20%