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Delaware Mid Cap Growth Equity A (DFCIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.00+0.03 (+0.18%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.05%
5-year average return6.51%
Number of years up28
Number of years down9
Best 1-yr total return (27 Mar 2024)93.92%
Worst 1-yr total return (27 Mar 2024)N/A
Best 3-yr total return93.92%
Worst 3-yr total return-15.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFCIXCategory
YTD4.41%10.80%
1-month6.97%4.43%
3-month14.82%7.00%
1-year16.11%48.17%
3-year-14.83%21.26%
5-year5.21%20.18%
10-year9.19%14.07%
Last bull market25.55%27.14%
Last bear market-35.12%-21.26%

Annual total return (%) history

Year
DFCIXCategory
2023
20.21%N/A
2022
-45.48%N/A
2021
-8.40%N/A
2020
93.92%39.26%
2019
35.33%32.52%
2018
0.13%-6.65%
2017
35.13%23.91%
2016
-4.33%6.03%
2015
7.05%-0.95%
2014
2.81%7.00%
2013
40.84%34.93%
2012
10.38%14.07%
2011
7.96%-3.96%
2010
35.03%24.61%
2009
44.49%39.11%
2008
-41.61%-43.77%
2007
12.28%15.09%
2006
4.97%9.00%
2005
9.98%9.84%
2004
12.17%13.23%
2003
39.14%35.96%
2002
-24.89%-27.24%
2001
-17.08%-19.98%
2000
-10.17%-4.78%
1999
64.69%60.49%
1998
17.72%18.76%
1997
14.03%17.98%
1996
13.77%18.11%
1995
29.78%34.57%
1994
-5.32%-1.85%
1993
11.87%13.88%
1992
1.88%7.07%
1991
42.33%49.71%
1990
-3.52%-5.37%
1989
33.90%29.88%
1988
17.80%13.53%
1987
17.12%1.89%
1986
N/A14.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202311.13%6.68%-11.24%14.24%
2022-16.74%-35.12%3.38%-2.37%
2021-2.67%2.58%-5.16%-3.26%
2020-11.61%44.82%22.20%23.96%
201924.54%5.41%-4.65%8.11%
20184.20%12.75%13.52%-24.92%
20176.93%3.87%3.17%17.93%
20161.16%0.04%4.92%-9.89%
20155.91%2.14%-6.59%5.95%
2014-4.38%0.17%-2.02%9.55%
201310.34%4.01%10.53%11.02%
201216.94%-6.06%2.51%-1.98%
201114.33%3.20%-15.92%8.83%
20104.74%-1.78%14.64%14.48%
20090.52%14.84%16.90%7.07%
2008-13.93%6.15%-13.80%-25.85%
20074.91%7.85%2.86%-3.52%
20069.04%-6.02%-3.05%5.66%
2005-3.66%3.42%5.24%4.89%
20042.87%-0.30%-5.61%15.85%
2003-1.50%18.56%4.40%14.12%
2002-2.36%-11.15%-17.75%5.26%
2001-23.31%12.53%-22.06%23.28%
200022.55%-12.46%11.40%-24.83%
19990.93%11.75%-1.42%48.12%
199810.97%1.63%-16.28%24.69%
1997-7.67%14.86%10.69%-2.86%
19967.42%6.80%3.54%-4.22%
19958.47%5.94%10.79%1.95%
1994-1.82%-8.26%9.48%-3.98%
1993-3.35%3.77%8.89%2.43%
1992-3.54%-11.59%3.70%15.20%
199121.95%-3.63%10.78%9.32%
19900.67%6.89%-18.51%10.02%
19896.96%14.36%12.91%-3.05%
198811.08%9.06%-2.79%0.03%
198730.91%2.67%4.99%-17.01%
198667.80%-1.43%15.56%N/A

Rank in category (by total return)

YTD74
1-month55
3-month51
1-year80
3-year97
5-year95

Load adjusted returns

1-year9.43%
3-year-16.49%
5-year3.97%
10-year8.55%