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Delaware Mid Cap Growth Equity Instl (DFDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.59-0.35 (-1.25%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.38%
5-year average return4.72%
Number of years up23
Number of years down8
Best 1-yr total return (17 Apr 2024)94.38%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return94.38%
Worst 3-yr total return-15.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFDIXCategory
YTD7.09%10.80%
1-month2.53%4.43%
3-month7.09%7.00%
1-year16.07%48.17%
3-year-12.71%21.26%
5-year6.51%20.18%
10-year9.92%14.07%
Last bull market25.79%27.14%
Last bear market-35.08%-21.26%

Annual total return (%) history

Year
DFDIXCategory
2024
N/AN/A
2023
20.55%N/A
2022
-45.34%N/A
2021
-8.20%N/A
2020
94.38%39.26%
2019
35.66%32.52%
2018
0.41%-6.65%
2017
35.45%23.91%
2016
-4.10%6.03%
2015
7.30%-0.95%
2014
3.09%7.00%
2013
41.20%34.93%
2012
10.65%14.07%
2011
8.28%-3.96%
2010
35.43%24.61%
2009
44.89%39.11%
2008
-41.44%-43.77%
2007
12.68%15.09%
2006
5.25%9.00%
2005
10.33%9.84%
2004
12.49%13.23%
2003
39.54%35.96%
2002
-24.68%-27.24%
2001
-16.80%-19.98%
2000
-9.89%-4.78%
1999
65.17%60.49%
1998
18.09%18.76%
1997
14.39%17.98%
1996
14.08%18.11%
1995
30.19%34.57%
1994
-5.03%-1.85%
1993
12.20%13.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.09%N/AN/AN/A
202311.23%6.69%-11.15%14.33%
2022-16.66%-35.08%3.44%-2.34%
2021-2.62%2.64%-5.10%-3.23%
2020-11.56%44.93%22.22%24.08%
201924.62%5.46%-4.58%8.18%
20184.25%12.84%13.60%-24.86%
20176.96%4.00%3.19%18.00%
20161.23%0.09%4.96%-9.83%
20155.94%2.23%-6.54%6.01%
2014-4.33%0.23%-1.94%9.63%
201310.41%4.09%10.61%11.07%
201217.00%-5.99%2.59%-1.94%
201114.41%3.26%-15.84%8.92%
20104.86%-1.73%14.72%14.56%
20090.54%14.93%17.01%7.16%
2008-13.89%6.23%-13.78%-25.76%
20075.01%7.95%2.91%-3.40%
20069.10%-5.94%-2.94%5.68%
2005-3.59%3.50%5.35%4.96%
20042.98%-0.23%-5.52%15.88%
2003-1.41%18.63%4.53%14.14%
2002-2.32%-11.06%-17.66%5.29%
2001-23.27%12.64%-22.01%23.43%
200022.69%-12.42%11.49%-24.78%
19991.02%11.82%-1.34%48.21%
199811.08%1.70%-16.24%24.80%
1997-7.59%14.94%10.75%-2.77%
19967.49%6.86%3.62%-4.16%
19958.54%6.01%10.89%2.03%
1994-1.77%-8.19%9.73%-4.03%
1993-3.26%3.81%8.96%2.54%

Rank in category (by total return)

YTD76
1-month51
3-month76
1-year85
3-year97
5-year93

Load adjusted returns

1-year16.07%
3-year-12.71%
5-year6.51%
10-year9.92%