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Delaware Ivy Pzena International Value Fund Class B (ICDBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.30+0.05 (+0.33%)
At close: 07:45PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return6.48%
5-year average return-1.14%
Number of years up12
Number of years down7
Best 1-yr total return (3 Feb 2019)30.68%
Worst 1-yr total return (3 Feb 2019)-33.14%
Best 3-yr total return30.68%
Worst 3-yr total return-10.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnICDBXCategory
YTD5.44%11.56%
1-month-3.77%-2.20%
3-month-6.42%4.11%
1-year7.22%35.63%
3-year7.17%5.74%
5-year4.49%8.25%
10-year4.87%4.29%
Last bull market14.56%13.65%
Last bear market-23.84%-23.43%

Annual total return (%) history

Year
ICDBXCategory
2021
N/AN/A
2020
3.50%0.88%
2019
14.49%17.80%
2018
-17.47%-15.44%
2017
14.73%22.08%
2016
10.67%3.34%
2015
-12.62%-3.10%
2014
-7.71%-6.32%
2013
30.68%20.81%
2012
20.51%16.21%
2011
-18.10%-12.77%
2010
10.00%7.48%
2009
28.38%30.33%
2008
-33.14%-42.41%
2007
-1.04%9.01%
2006
9.07%25.98%
2005
15.37%13.19%
2004
17.05%21.99%
2003
35.34%39.07%
2002
-12.62%-12.37%
2001
N/A-15.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202110.48%2.37%-4.27%N/A
2020-30.74%16.89%3.70%23.28%
20196.56%-0.08%-2.66%10.46%
2018-4.67%-0.12%0.98%-14.16%
20174.28%0.19%4.80%4.77%
2016-2.59%-2.74%7.43%8.73%
2015-1.62%-0.39%-11.89%1.20%
2014-0.12%2.57%-4.20%-5.96%
20137.81%6.88%7.32%5.68%
201220.23%-13.07%3.42%11.49%
20113.47%-2.16%-20.02%1.14%
20103.56%-10.97%9.19%9.26%
2009-9.87%18.89%14.68%4.47%
2008-8.05%-7.26%-4.34%-18.04%
20074.39%4.39%-9.62%0.47%
20063.68%-2.17%1.61%5.82%
20052.73%0.44%7.72%3.79%
20049.95%-0.57%0.89%6.12%
2003-4.09%16.29%12.61%7.75%
20026.04%-3.04%-11.54%-3.92%
20014.32%N/AN/AN/A

Rank in category (by total return)

YTD57
1-month47
3-month93
1-year31
3-year69
5-year70

Load adjusted returns

1-year35.21%
3-year6.08%
5-year6.13%
10-year4.79%