Singapore markets closed

Delaware Mid Cap Value A (DLMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
7.08-0.19 (-2.61%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.77%
5-year average return4.64%
Number of years up9
Number of years down5
Best 1-yr total return (9 Mar 2023)31.13%
Worst 1-yr total return (9 Mar 2023)N/A
Best 3-yr total return31.13%
Worst 3-yr total return2.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDLMAXCategory
YTD-1.77%21.28%
1-month-8.18%-1.96%
3-month-2.45%4.90%
1-year-5.50%55.83%
3-year14.24%11.08%
5-year4.64%11.93%
10-year8.08%10.64%
Last bull market48.12%25.54%
Last bear market-13.58%-22.08%

Annual total return (%) history

Year
DLMAXCategory
2022
-9.46%N/A
2021
31.13%N/A
2020
-0.38%2.63%
2019
28.92%25.18%
2018
-15.56%-12.86%
2017
16.84%13.22%
2016
18.61%18.06%
2015
-0.32%-5.41%
2014
6.71%9.31%
2013
28.85%35.14%
2012
13.14%16.60%
2011
-5.77%-3.96%
2010
27.63%21.92%
2009
29.84%35.41%
2008
N/A-36.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2022-2.00%-13.58%-4.31%11.72%
202114.74%4.11%-0.38%10.19%
2020-35.44%19.30%4.87%23.32%
201916.05%2.17%1.79%6.81%
2018-2.51%2.57%3.61%-18.50%
20174.52%0.00%4.84%6.62%
20161.48%3.54%4.23%8.31%
20152.57%2.70%-8.46%3.37%
20143.23%4.45%-3.94%3.03%
201311.38%-0.28%5.83%9.63%
201211.76%-5.11%3.01%3.56%
20117.52%-1.70%-22.26%14.68%
20109.03%-9.28%13.00%14.20%
2009-11.13%17.89%18.38%4.68%
20081.72%-10.28%-23.28%N/A

Rank in category (by total return)

YTD71
1-month77
3-month70
1-year73
3-year57
5-year67

Load adjusted returns

1-year-8.70%
3-year10.76%
5-year5.36%
10-year8.32%