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Delaware Ivy Systematic Em Mkts Eq C (IPOCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.34+0.34 (+2.27%)
At close: 06:26PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.16%
5-year average return2.15%
Number of years up15
Number of years down12
Best 1-yr total return (29 Apr 2024)68.26%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return68.26%
Worst 3-yr total return-9.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIPOCXCategory
YTD4.71%8.73%
1-month1.89%1.20%
3-month4.71%5.47%
1-year9.48%41.79%
3-year-8.26%11.48%
5-year2.54%12.18%
10-year3.58%4.39%
Last bull market20.01%17.73%
Last bear market-13.58%-25.55%

Annual total return (%) history

Year
IPOCXCategory
2024
N/AN/A
2023
10.03%N/A
2022
-27.79%N/A
2021
-5.39%N/A
2020
34.02%17.90%
2019
22.51%19.25%
2018
-20.38%-16.07%
2017
41.48%34.17%
2016
8.94%8.47%
2015
-12.74%-13.79%
2014
-0.92%-3.01%
2013
8.52%-0.14%
2012
15.88%18.15%
2011
-23.36%-19.86%
2010
11.26%19.26%
2009
68.26%73.81%
2008
-51.14%-54.44%
2007
41.40%36.68%
2006
33.45%32.06%
2005
22.00%31.54%
2004
15.90%23.54%
2003
50.96%55.19%
2002
-12.21%-6.05%
2001
-10.25%-3.83%
2000
-18.79%-30.33%
1999
45.41%70.56%
1998
-21.02%-25.36%
1997
-22.46%-2.90%
1996
N/A13.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.71%N/AN/AN/A
20235.24%1.12%-3.40%7.03%
2022-13.63%-13.58%-10.44%8.02%
20211.92%5.20%-9.08%-2.95%
2020-24.12%27.05%15.08%20.80%
201913.98%-0.37%-5.02%13.58%
20182.37%-12.57%-3.08%-8.22%
201714.45%5.60%11.25%5.23%
20160.77%3.72%10.59%-5.74%
20153.69%3.84%-20.22%1.58%
2014-3.58%5.00%-3.25%1.15%
2013-3.17%-6.21%6.45%12.25%
201213.08%-7.36%4.02%6.35%
20111.21%0.07%-26.94%3.57%
2010-0.60%-5.85%13.07%5.14%
20090.50%39.45%12.89%6.34%
2008-19.22%-6.58%-23.62%-15.25%
20070.77%13.73%20.07%2.76%
200610.52%-2.53%4.58%18.46%
2005-0.50%2.90%11.84%6.54%
20044.72%-9.46%5.83%15.50%
2003-4.00%12.50%15.30%21.23%
20026.26%-3.30%-16.64%2.50%
2001-7.11%-3.09%-23.25%29.92%
20003.97%-3.50%-9.67%-10.39%
1999-0.96%40.55%-8.16%13.75%
1998-0.38%-29.58%-10.05%25.17%
1997-3.52%17.11%-1.47%-30.35%
1996-0.64%10.44%N/AN/A

Rank in category (by total return)

YTD19
1-month58
3-month19
1-year51
3-year83
5-year59

Load adjusted returns

1-year8.48%
3-year-8.26%
5-year2.54%
10-year3.58%