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Delaware Mid Cap Growth Equity R (DFRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.57-0.07 (-0.51%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.48%
5-year average return5.81%
Number of years up15
Number of years down5
Best 1-yr total return (19 May 2024)93.42%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return93.42%
Worst 3-yr total return-15.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFRIXCategory
YTD0.08%10.80%
1-month-6.42%4.43%
3-month2.64%7.00%
1-year11.09%48.17%
3-year-16.23%21.26%
5-year3.71%20.18%
10-year9.13%14.07%
Last bull market30.98%27.14%
Last bear market-35.17%-21.26%

Annual total return (%) history

Year
DFRIXCategory
2024
N/AN/A
2023
19.94%N/A
2022
-45.61%N/A
2021
-8.64%N/A
2020
93.42%39.26%
2019
34.97%32.52%
2018
-0.11%-6.65%
2017
34.77%23.91%
2016
-4.59%6.03%
2015
6.78%-0.95%
2014
2.57%7.00%
2013
40.48%34.93%
2012
10.12%14.07%
2011
7.75%-3.96%
2010
34.68%24.61%
2009
44.22%39.11%
2008
-41.72%-43.77%
2007
12.04%15.09%
2006
4.74%9.00%
2005
9.70%9.84%
2004
11.82%13.23%
2003
N/A35.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.95%N/AN/AN/A
202311.05%6.58%-11.23%14.17%
2022-16.77%-35.17%3.34%-2.46%
2021-2.72%2.51%-5.23%-3.33%
2020-11.64%44.68%22.09%23.92%
201924.47%5.32%-4.70%8.04%
20184.11%12.71%13.43%-24.95%
20176.84%3.82%3.14%17.81%
20161.06%0.00%4.81%-9.92%
20155.81%2.09%-6.66%5.91%
2014-4.46%0.14%-2.09%9.49%
201310.27%3.96%10.46%10.93%
201216.84%-6.10%2.45%-2.03%
201114.26%3.14%-15.96%8.79%
20104.71%-1.87%14.59%14.38%
20090.44%14.85%16.83%7.01%
2008-13.94%6.07%-13.85%-25.89%
20074.83%7.85%2.77%-3.56%
20068.97%-6.06%-3.08%5.58%
2005-3.77%3.34%5.22%4.83%
20042.77%-0.40%-5.62%15.74%
20034.34%14.07%N/AN/A

Rank in category (by total return)

YTD76
1-month59
3-month59
1-year82
3-year97
5-year94

Load adjusted returns

1-year11.09%
3-year-16.23%
5-year3.71%
10-year9.13%