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Delaware Ivy Smid Cap Core Fund Class R6 (ISPVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.40-0.11 (-0.59%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.93%
5-year average return7.76%
Number of years up6
Number of years down3
Best 1-yr total return (15 May 2024)29.12%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return29.12%
Worst 3-yr total return3.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnISPVXCategory
YTD0.80%20.19%
1-month-5.86%0.02%
3-month2.39%4.36%
1-year14.88%60.18%
3-year0.32%11.32%
5-year6.58%13.88%
10-year8.13%11.19%
Last bull market27.61%27.98%
Last bear market-15.14%-24.08%

Annual total return (%) history

Year
ISPVXCategory
2024
N/AN/A
2023
16.90%N/A
2022
-14.63%N/A
2021
21.38%N/A
2020
7.60%10.99%
2019
24.78%23.75%
2018
-10.24%-12.72%
2017
13.91%12.28%
2016
29.12%20.78%
2015
-5.43%-5.38%
2014
N/A3.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.08%N/AN/AN/A
20233.30%5.14%-4.82%13.08%
2022-5.45%-15.14%-2.20%8.80%
202115.67%3.18%-3.16%5.02%
2020-28.86%17.16%1.62%27.05%
201914.86%4.53%-2.17%6.23%
2018-3.53%11.92%4.25%-20.26%
20173.23%1.67%4.21%4.15%
20163.12%7.54%8.75%7.06%
20152.15%-1.40%-8.52%2.65%
20146.80%N/AN/AN/A

Rank in category (by total return)

YTD27
1-month37
3-month40
1-year39
3-year47
5-year66

Load adjusted returns

1-year14.88%
3-year0.32%
5-year6.58%
10-year8.13%