Singapore markets closed

Delaware Mid Cap Value I (DLMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
7.07-0.19 (-2.62%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.72%
5-year average return4.86%
Number of years up10
Number of years down4
Best 1-yr total return (9 Mar 2023)31.25%
Worst 1-yr total return (9 Mar 2023)N/A
Best 3-yr total return31.25%
Worst 3-yr total return3.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDLMIXCategory
YTD-1.72%21.28%
1-month-8.26%-1.96%
3-month-2.41%4.90%
1-year-5.22%55.83%
3-year14.49%11.08%
5-year4.86%11.93%
10-year8.33%10.64%
Last bull market48.71%25.54%
Last bear market-13.48%-22.08%

Annual total return (%) history

Year
DLMIXCategory
2022
-9.25%N/A
2021
31.25%N/A
2020
0.05%2.63%
2019
29.03%25.18%
2018
-15.33%-12.86%
2017
17.11%13.22%
2016
18.89%18.06%
2015
-0.26%-5.41%
2014
6.99%9.31%
2013
29.37%35.14%
2012
13.40%16.60%
2011
-5.62%-3.96%
2010
28.06%21.92%
2009
30.12%35.41%
2008
N/A-36.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2022-2.00%-13.48%-4.17%11.70%
202114.74%4.11%-0.25%10.15%
2020-35.34%19.30%4.87%23.66%
201916.05%2.33%1.79%6.74%
2018-2.51%2.73%3.60%-18.40%
20174.52%0.00%5.02%6.69%
20161.48%3.75%4.22%8.35%
20152.57%2.70%-8.26%3.21%
20143.23%4.44%-3.78%3.14%
201311.48%-0.28%5.92%9.87%
201211.87%-5.10%3.01%3.70%
20117.51%-1.70%-22.13%14.68%
20109.03%-9.16%13.12%14.30%
2009-11.13%17.89%18.55%4.76%
20081.72%-10.16%-23.28%N/A

Rank in category (by total return)

YTD71
1-month79
3-month70
1-year72
3-year53
5-year64

Load adjusted returns

1-year-3.01%
3-year13.20%
5-year6.85%
10-year9.21%