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Delaware Ivy Small Cap Core Fund Class B (IYSBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.49-0.01 (-0.06%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return10.53%
5-year average return7.78%
Number of years up12
Number of years down5
Best 1-yr total return (3 Feb 2019)31.44%
Worst 1-yr total return (3 Feb 2019)-26.23%
Best 3-yr total return31.44%
Worst 3-yr total return-7.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIYSBXCategory
YTD16.68%20.19%
1-month-3.64%0.02%
3-month1.45%4.36%
1-year20.70%60.18%
3-year12.68%11.32%
5-year11.34%13.88%
10-year11.35%11.19%
Last bull market22.09%27.98%
Last bear market-27.41%-24.08%

Annual total return (%) history

Year
IYSBXCategory
2021
N/AN/A
2020
6.01%10.99%
2019
23.07%23.75%
2018
-11.45%-12.72%
2017
12.20%12.28%
2016
27.28%20.78%
2015
-6.97%-5.38%
2014
5.83%3.79%
2013
31.44%37.39%
2012
16.72%15.46%
2011
-14.26%-4.07%
2010
24.37%25.61%
2009
27.09%31.80%
2008
-26.23%-36.56%
2007
-5.81%-1.10%
2006
14.81%15.03%
2005
2.39%6.75%
2004
14.26%18.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202115.21%2.78%-3.77%N/A
2020-29.14%16.77%1.20%26.60%
201914.50%4.14%-2.53%5.89%
2018-3.84%11.49%3.94%-20.54%
20172.85%1.31%3.76%3.78%
20162.76%7.13%8.30%6.76%
20151.69%-1.80%-8.82%2.17%
20142.81%2.61%-5.75%6.44%
201312.74%2.01%5.98%7.84%
201211.31%-5.27%7.67%2.80%
20114.98%-6.00%-22.54%12.18%
20109.33%-12.04%11.17%16.35%
2009-7.47%12.38%15.42%5.89%
2008-9.33%-0.65%-0.73%-17.50%
20071.84%2.58%-4.53%-5.56%
20069.17%-3.94%1.46%7.92%
2005-3.04%3.01%1.93%0.57%
20043.62%1.87%-4.43%13.27%

Rank in category (by total return)

YTD60
1-month67
3-month84
1-year83
3-year87
5-year80

Load adjusted returns

1-year46.71%
3-year7.60%
5-year11.90%
10-year9.87%