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Macquarie US Large Cap Value A USD Acc (0P0001J66Y)

Other OTC - Other OTC Delayed price. Currency in USD
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24.47+0.05 (+0.22%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up2
Number of years down2
Best 1-yr total return (Invalid Date)31.49%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return31.49%
Worst 3-yr total return3.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001J66YCategory
YTD8.23%0.00%
1-month5.02%0.00%
3-month8.23%0.00%
1-year14.51%0.00%
3-year4.98%0.00%
5-year5.85%0.00%
10-year6.61%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001J66YCategory
2024
N/AN/A
2023
1.34%N/A
2022
-5.07%N/A
2021
20.60%N/A
2020
-2.21%N/A
2019
19.53%N/A
2018
-4.35%N/A
2017
12.24%N/A
2016
13.00%N/A
2015
-2.65%N/A
2014
12.13%N/A
2013
31.49%N/A
2012
12.53%N/A
2011
7.65%N/A
2010
13.83%N/A
2009
13.15%N/A
2008
-34.78%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.23%N/AN/AN/A
2023-4.22%2.74%-6.08%9.65%
2022-0.46%-10.36%-6.21%13.43%
20218.55%2.62%-0.33%8.62%
2020-27.46%14.93%2.35%14.59%
201910.47%0.38%1.57%6.12%
2018-1.16%1.78%7.85%-11.85%
20172.97%-0.66%4.47%5.03%
20161.26%8.70%-0.38%3.06%
20151.43%-2.08%-8.08%6.63%
20142.44%5.14%1.42%2.65%
201311.74%3.59%4.16%9.07%
20127.45%-0.53%4.33%0.91%
20117.41%1.24%-13.07%13.88%
20103.32%-10.17%12.07%9.44%
2009-11.74%10.17%10.89%4.93%
2008-10.04%-6.52%-9.34%-14.46%

Rank in category (by total return)

YTD63
1-month56
3-month63
1-year87
3-year89
5-year100

Load adjusted returns

1-year6.07%
3-year2.33%
5-year4.24%
10-year5.80%