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Delaware Ivy Balanced Fund Class R (IYBFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.93+0.12 (+0.55%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.38%
5-year average return8.70%
Number of years up8
Number of years down3
Best 1-yr total return (13 May 2024)22.81%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return22.81%
Worst 3-yr total return2.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIYBFXCategory
YTD3.41%9.69%
1-month-3.69%0.91%
3-month2.08%5.21%
1-year13.56%27.06%
3-year2.25%11.00%
5-year7.34%10.26%
10-year6.30%8.34%
Last bull market21.03%15.58%
Last bear market-12.06%-12.16%

Annual total return (%) history

Year
IYBFXCategory
2024
N/AN/A
2023
15.87%N/A
2022
-16.37%N/A
2021
15.78%N/A
2020
13.95%11.72%
2019
21.66%19.23%
2018
-3.68%-5.76%
2017
11.03%13.21%
2016
1.60%7.34%
2015
-0.71%-1.93%
2014
6.92%6.21%
2013
22.81%16.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.38%N/AN/AN/A
20234.51%4.59%-4.01%10.43%
2022-6.04%-12.06%-3.70%5.11%
20214.45%5.77%-1.29%6.17%
2020-16.36%15.54%5.64%11.62%
20199.29%2.94%1.28%6.78%
2018-0.60%2.10%4.60%-9.26%
20174.06%1.60%1.20%3.76%
2016-2.21%1.83%2.55%-0.51%
20152.52%-0.87%-6.59%4.59%
20140.83%4.32%-1.42%3.11%
20137.20%1.25%6.13%6.61%

Rank in category (by total return)

YTD14
1-month86
3-month24
1-year16
3-year40
5-year24

Load adjusted returns

1-year13.56%
3-year2.25%
5-year7.34%
10-year6.30%