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Delaware Ivy Large Cap Growth Fund Class Y: (MF: WLGYX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$36.89 USD
+0.29 (0.79%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.46 | 28 |
| 3 months | 5.30 | 17 |
| 6 months | 15.46 | 28 |
| 1 Year | 24.99 | 28 |
| 3 Year | 9.53 | 14 |
| 5 Year | 16.84 | 9 |
| 10 Year | 15.16 | 5 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 124.63 |
| Bear Market (10/07 - 2/09) | -46.82 |
| Bull Market (2/09 - 3/21) | 958.20 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 24.99 |
| 5 Year | 16.83 |
| 10 Year | 15.16 |
| Since Inception | 8.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.64 | 5.30 | NA | NA |
| 2023 | 12.86 | 12.80 | -4.32 | 13.13 |
| 2022 | -9.22 | -19.63 | -4.85 | 5.12 |
| 2021 | 1.43 | 13.40 | 1.22 | 11.80 |
| 2020 | -13.23 | 25.44 | 10.84 | 8.32 |
| 2019 | 15.86 | 6.84 | 1.92 | 8.13 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.46 | 37.81 | -27.03 | 30.18 | 30.69 | 36.44 | 2.11 | 29.16 | 1.17 | 6.91 | 11.41 |
| % Total Return Rel to Index | 0.16 | 11.56 | -8.82 | 1.50 | 12.29 | 4.95 | 6.50 | 7.36 | -10.75 | 5.52 | -2.23 |
| % Total Return Rel to Peer | 4.80 | 14.81 | -7.33 | 8.12 | 10.77 | 8.01 | 8.97 | 8.48 | -6.64 | 8.51 | 3.20 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 1.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.91 | 2.88 | 3.31 | 1.90 | 3.03 | 2.79 | 0.97 | 0.91 | 1.18 | 1.38 |
| Expense Ratio | 0.89 | 0.95 | 0.95 | 0.98 | 1.01 | 1.05 | 1.05 | 1.06 | 1.06 | 1.06 | 1.06 |
* 1 = Top 20%, 5 = Bottom 20%