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Delaware Ivy Small Cap Growth Fund Class Y: (MF: WSCYX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$19.94 USD
+0.44 (2.26%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.16 | 12 |
| 3 months | 7.47 | 17 |
| 6 months | 5.06 | 78 |
| 1 Year | 16.58 | 59 |
| 3 Year | -4.10 | 83 |
| 5 Year | 7.51 | 84 |
| 10 Year | 8.88 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 135.79 |
| Bear Market (10/07 - 2/09) | -49.67 |
| Bull Market (2/09 - 3/21) | 686.02 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 9.25 |
| 5 Year | 5.13 |
| 10 Year | 7.84 |
| Since Inception | 10.00 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.89 | -3.11 | NA | NA |
| 2023 | 8.45 | 3.69 | -5.96 | 7.17 |
| 2022 | -7.78 | -21.75 | -0.54 | 0.81 |
| 2021 | 4.42 | 5.46 | -3.37 | -2.29 |
| 2020 | -21.52 | 27.89 | 8.78 | 26.84 |
| 2019 | 17.54 | 5.02 | -7.95 | 8.96 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.16 | 13.34 | -27.65 | 3.96 | 38.49 | 23.81 | -4.07 | 23.75 | 13.59 | -2.05 | 3.28 |
| % Total Return Rel to Index | -4.38 | -12.89 | -9.44 | -24.71 | 20.09 | -7.68 | 0.32 | 1.95 | 1.66 | -3.44 | -10.36 |
| % Total Return Rel to Peer | 4.59 | -2.73 | -8.13 | -15.34 | 19.50 | -1.62 | 6.70 | 8.15 | -2.35 | 2.67 | 0.60 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 4.00 | 5.00 | 1.00 | 4.00 | 1.00 | 1.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.60 | 0.60 | 5.90 | 1.96 | 1.18 | 2.74 | 2.02 | 1.03 | 2.33 | 1.18 |
| Expense Ratio | 1.14 | 1.19 | 1.23 | 1.26 | 1.28 | 1.27 | 1.31 | 1.31 | 1.31 | 1.30 | 1.30 |
* 1 = Top 20%, 5 = Bottom 20%