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Delaware Group Equity Funds IV - Delaware Premium Income Fund (FPIKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.370.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.77%
5-year average return4.44%
Number of years up3
Number of years down2
Best 1-yr total return (18 Apr 2024)10.47%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return10.47%
Worst 3-yr total return2.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFPIKXCategory
YTD2.30%11.36%
1-month1.23%1.08%
3-month2.30%5.12%
1-year9.39%28.59%
3-year5.82%9.08%
5-year4.72%8.21%
10-year0.00%7.85%
Last bull market14.21%22.28%
Last bear market-4.72%-18.84%

Annual total return (%) history

Year
FPIKXCategory
2024
N/AN/A
2023
10.47%N/A
2022
-0.98%N/A
2021
10.19%N/A
2020
-1.66%4.24%
2019
9.87%18.81%
2018
N/A-5.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.30%N/AN/AN/A
20233.31%3.51%0.17%3.13%
2022-0.54%-4.72%-1.28%5.84%
20214.05%2.60%-0.25%3.48%
2020-18.90%11.04%3.85%5.15%
20195.80%0.74%0.67%2.39%
20181.88%-4.63%N/AN/A

Rank in category (by total return)

YTD92
1-month90
3-month92
1-year85
3-year69
5-year93

Load adjusted returns

1-year9.39%
3-year5.82%
5-year4.72%
10-yearN/A