Singapore markets closed

Delaware Ivy Mid Cap Income Opps C (IVOCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
19.44-0.03 (-0.15%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.01%
5-year average return9.08%
Number of years up6
Number of years down3
Best 1-yr total return (20 May 2024)25.37%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return25.37%
Worst 3-yr total return3.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVOCXCategory
YTD1.54%21.28%
1-month-5.10%-1.96%
3-month3.11%4.90%
1-year13.02%55.83%
3-year2.45%11.08%
5-year7.47%11.93%
10-year0.00%10.64%
Last bull market25.65%25.54%
Last bear market-12.39%-22.08%

Annual total return (%) history

Year
IVOCXCategory
2024
N/AN/A
2023
16.77%N/A
2022
-15.59%N/A
2021
24.34%N/A
2020
7.00%2.63%
2019
25.37%25.18%
2018
-5.16%-12.86%
2017
11.11%13.22%
2016
21.50%18.06%
2015
-4.23%-5.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.99%N/AN/AN/A
20234.66%4.51%-6.19%13.80%
2022-6.59%-12.39%-4.83%8.38%
202110.77%3.78%-0.09%8.26%
2020-29.71%23.41%4.17%18.39%
201910.84%4.56%2.08%5.97%
20180.52%1.53%6.86%-13.04%
20172.19%-0.16%2.78%5.96%
20166.86%5.50%1.82%5.85%
20153.06%-2.64%-7.22%2.88%

Rank in category (by total return)

YTD66
1-month46
3-month64
1-year62
3-year82
5-year69

Load adjusted returns

1-year12.02%
3-year2.45%
5-year7.47%
10-yearN/A