Singapore markets close in 5 hours 29 minutes

Delaware Small Cap Core I (DCCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
26.77+0.16 (+0.60%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.52%
5-year average return6.48%
Number of years up19
Number of years down6
Best 1-yr total return (29 Apr 2024)43.24%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return43.24%
Worst 3-yr total return5.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDCCIXCategory
YTD2.08%20.19%
1-month2.97%0.02%
3-month2.08%4.36%
1-year13.61%60.18%
3-year2.19%11.32%
5-year8.85%13.88%
10-year8.34%11.19%
Last bull market49.95%27.98%
Last bear market-14.11%-24.08%

Annual total return (%) history

Year
DCCIXCategory
2024
N/AN/A
2023
14.01%N/A
2022
-15.92%N/A
2021
23.19%N/A
2020
15.37%10.99%
2019
26.02%23.75%
2018
-11.59%-12.72%
2017
14.21%12.28%
2016
21.39%20.78%
2015
-3.35%-5.38%
2014
8.85%3.79%
2013
43.24%37.39%
2012
15.62%15.46%
2011
0.58%-4.07%
2010
28.72%25.61%
2009
27.35%31.80%
2008
-35.07%-36.56%
2007
-4.52%-1.10%
2006
17.06%15.03%
2005
5.44%6.75%
2004
21.39%18.94%
2003
42.70%43.41%
2002
-6.84%-16.22%
2001
18.27%8.92%
2000
14.04%11.89%
1999
8.24%19.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.08%N/AN/AN/A
20232.45%4.58%-6.45%13.74%
2022-6.01%-14.11%-2.85%7.21%
202112.96%4.51%-1.44%5.87%
2020-27.62%22.05%0.86%29.48%
201914.71%3.32%-1.06%7.47%
2018-1.00%9.09%3.76%-21.11%
20171.45%3.41%5.98%2.72%
2016-1.16%3.19%7.02%11.20%
20153.11%0.14%-9.75%3.71%
20141.43%3.37%-5.30%9.63%
201313.10%2.52%13.14%9.20%
201212.55%-3.13%5.04%0.96%
20117.92%1.61%-21.97%17.55%
20109.19%-9.28%10.77%17.32%
2009-12.23%20.67%15.99%3.67%
2008-12.51%0.30%0.20%-26.15%
20071.11%6.93%-3.76%-8.25%
200613.26%-3.34%-0.41%7.38%
2005-4.37%5.15%5.18%-0.30%
20045.81%-0.15%0.92%13.87%
2003-2.45%19.87%5.74%15.42%
20026.81%-2.01%-15.51%5.34%
20011.51%11.73%-9.07%14.68%
2000-2.72%-0.93%11.87%5.77%
1999-5.64%20.69%-10.51%6.21%

Rank in category (by total return)

YTD93
1-month86
3-month93
1-year87
3-year66
5-year65

Load adjusted returns

1-year13.61%
3-year2.19%
5-year8.85%
10-year8.34%