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Delaware Ivy Accumulative Fund Class I (IATIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.30-0.03 (-0.47%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.70%
5-year average return5.92%
Number of years up22
Number of years down6
Best 1-yr total return (6 Jun 2024)44.57%
Worst 1-yr total return (6 Jun 2024)N/A
Best 3-yr total return44.57%
Worst 3-yr total return-8.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIATIXCategory
YTD9.04%12.38%
1-month4.77%5.09%
3-month1.32%10.28%
1-year25.77%41.70%
3-year-7.02%22.56%
5-year6.11%21.98%
10-year7.60%15.99%
Last bull market25.87%25.99%
Last bear market-34.65%-17.29%

Annual total return (%) history

Year
IATIXCategory
2024
N/AN/A
2023
36.56%N/A
2022
-49.99%N/A
2021
11.67%N/A
2020
44.57%35.86%
2019
31.47%31.90%
2018
-2.77%-2.09%
2017
15.30%27.67%
2016
3.41%3.23%
2015
3.77%3.60%
2014
13.89%10.00%
2013
33.80%33.92%
2012
12.31%15.34%
2011
-1.53%-2.46%
2010
16.24%15.53%
2009
25.88%35.68%
2008
-39.60%-40.67%
2007
14.18%13.35%
2006
13.06%7.05%
2005
11.01%6.71%
2004
7.51%7.81%
2003
20.14%28.66%
2002
-22.75%-27.64%
2001
-15.28%-22.30%
2000
20.39%-13.05%
1999
25.95%38.87%
1998
22.79%34.55%
1997
29.67%26.36%
1996
12.27%19.76%
1995
N/A32.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.57%N/AN/AN/A
202312.83%12.23%-4.59%13.03%
2022-20.60%-34.65%0.56%-4.16%
20210.98%8.77%-0.51%2.19%
2020-14.85%28.09%13.79%16.49%
201917.62%5.65%-3.19%9.28%
20180.80%5.08%7.30%-14.45%
20176.23%2.73%0.89%4.72%
2016-2.32%1.09%3.22%1.45%
20154.54%1.90%-7.99%5.87%
20141.92%5.83%0.08%5.50%
20139.00%3.01%8.23%10.09%
201214.38%-6.29%5.95%-1.11%
20116.53%-0.88%-15.78%10.72%
20104.78%-12.52%13.13%12.09%
2009-9.65%16.24%13.05%6.02%
2008-10.05%2.44%-12.91%-24.74%
20071.83%8.75%5.93%-2.67%
20063.24%-2.14%3.21%8.43%
20050.98%1.78%5.56%2.32%
20040.35%0.61%-2.25%8.93%
2003-3.53%12.37%0.38%10.41%
2002-0.96%-9.26%-15.99%2.32%
2001-12.59%2.67%-12.24%7.57%
200011.71%-5.68%11.03%2.91%
19992.42%7.46%-8.36%24.88%
199811.58%4.20%-7.33%13.96%
19974.13%14.04%6.99%2.07%
19962.83%0.66%3.25%5.06%
19954.08%N/AN/AN/A

Rank in category (by total return)

YTD76
1-month61
3-month69
1-year80
3-year98
5-year99

Load adjusted returns

1-year25.77%
3-year-7.02%
5-year6.11%
10-year7.60%