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Delaware Ivy Wilshire Glbl Allocation C (IWGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.40+0.04 (+0.54%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.26%
5-year average return4.93%
Number of years up16
Number of years down8
Best 1-yr total return (1 Jul 2024)24.25%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return24.25%
Worst 3-yr total return-6.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIWGCXCategory
YTD4.40%8.60%
1-month2.96%0.11%
3-month2.38%4.82%
1-year12.71%25.33%
3-year0.17%8.02%
5-year5.83%8.06%
10-year2.29%6.03%
Last bull market16.41%13.54%
Last bear market-11.06%-13.20%

Annual total return (%) history

Year
IWGCXCategory
2024
N/AN/A
2023
11.67%N/A
2022
-15.25%N/A
2021
10.35%N/A
2020
9.93%6.18%
2019
17.29%16.10%
2018
-8.28%-8.26%
2017
14.94%14.79%
2016
-3.45%6.04%
2015
-9.06%-4.15%
2014
-6.01%1.54%
2013
24.25%10.07%
2012
17.98%10.74%
2011
-8.99%-3.99%
2010
7.94%10.58%
2009
23.94%24.37%
2008
-26.54%-28.98%
2007
42.51%11.39%
2006
19.19%16.61%
2005
22.65%6.56%
2004
12.14%15.24%
2003
10.10%25.32%
2002
2.25%-2.16%
2001
-11.34%-3.23%
2000
20.40%0.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.97%0.14%N/AN/A
20234.04%2.97%-3.90%8.47%
2022-6.22%-11.06%-6.22%8.34%
20213.34%5.19%-1.54%3.10%
2020-17.65%14.75%5.01%10.78%
20198.23%2.40%0.26%5.56%
2018-0.37%-0.86%1.62%-8.62%
20175.42%2.26%3.44%3.08%
2016-3.96%1.06%1.18%-1.69%
20151.28%-1.72%-10.85%2.49%
2014-1.57%0.35%-4.40%-0.47%
20134.45%-1.09%9.81%9.52%
201213.87%-7.31%6.86%4.61%
20113.94%2.53%-19.51%6.10%
20100.24%-8.46%10.01%6.93%
20093.21%2.83%13.07%3.28%
2008-1.83%1.54%-18.63%-9.44%
20073.22%8.41%13.31%12.39%
200611.73%3.07%-2.40%6.05%
20052.11%0.52%15.42%3.53%
20043.06%-3.54%3.62%8.87%
2003-1.28%3.90%0.78%6.51%
20021.75%0.75%-1.44%1.20%
2001-7.62%-1.62%0.55%-2.99%
200014.79%-0.13%0.94%4.04%

Rank in category (by total return)

YTD51
1-month66
3-month74
1-year61
3-year71
5-year51

Load adjusted returns

1-year11.71%
3-year0.17%
5-year5.83%
10-year2.29%