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Delaware Opportunity R6 (FIVVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.24-0.34 (-0.96%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.45%
5-year average return9.08%
Number of years up7
Number of years down3
Best 1-yr total return (24 Jun 2024)31.61%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return31.61%
Worst 3-yr total return2.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFIVVXCategory
YTD6.55%21.28%
1-month2.83%-1.96%
3-month2.86%4.90%
1-year24.36%55.83%
3-year5.29%11.08%
5-year10.40%11.93%
10-year7.73%10.64%
Last bull market27.91%25.54%
Last bear market-13.65%-22.08%

Annual total return (%) history

Year
FIVVXCategory
2024
N/AN/A
2023
11.19%N/A
2022
-9.20%N/A
2021
31.61%N/A
2020
0.51%2.63%
2019
30.05%25.18%
2018
-15.42%-12.86%
2017
19.15%13.22%
2016
8.36%18.06%
2015
-0.77%-5.41%
2014
6.16%9.31%
2013
N/A35.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.07%N/AN/AN/A
2023-1.13%4.17%-4.12%12.61%
2022-1.92%-13.65%-4.19%11.90%
202114.75%4.22%-0.22%10.30%
2020-35.36%19.49%5.12%23.79%
201915.32%3.61%1.49%7.24%
2018-2.88%2.65%1.64%-16.53%
20174.14%4.29%3.94%5.55%
2016-0.94%-0.72%5.87%4.08%
20156.29%-0.17%-9.72%3.58%
2014-0.40%5.47%-2.47%3.61%
20139.30%11.91%N/AN/A

Rank in category (by total return)

YTD43
1-month70
3-month65
1-year44
3-year46
5-year56

Load adjusted returns

1-year24.36%
3-year5.29%
5-year10.40%
10-year7.73%