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Delaware Ivy Value C (IYVCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.39-0.14 (-0.90%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.16%
5-year average return8.44%
Number of years up15
Number of years down5
Best 1-yr total return (24 Jun 2024)33.54%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return33.54%
Worst 3-yr total return4.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIYVCXCategory
YTD3.52%4.44%
1-month0.52%-4.04%
3-month0.31%4.09%
1-year12.48%14.37%
3-year2.96%6.04%
5-year9.68%9.20%
10-year6.63%8.57%
Last bull market19.53%22.97%
Last bear market-10.98%-11.27%

Annual total return (%) history

Year
IYVCXCategory
2024
N/AN/A
2023
4.40%11.63%
2022
-5.66%-5.90%
2021
30.11%26.22%
2020
0.66%2.91%
2019
25.25%25.04%
2018
-8.02%-8.53%
2017
11.42%15.94%
2016
10.10%14.81%
2015
-4.82%-4.05%
2014
9.77%10.21%
2013
33.54%31.21%
2012
17.34%14.57%
2011
-7.92%-0.75%
2010
16.80%13.66%
2009
24.93%24.13%
2008
-34.77%-37.09%
2007
0.30%1.42%
2006
15.15%18.15%
2005
3.11%5.95%
2004
13.14%12.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.40%N/AN/AN/A
2023-1.56%2.77%-5.77%9.51%
20220.11%-10.98%-5.68%12.22%
202111.98%6.78%-0.07%8.89%
2020-29.52%16.33%3.60%18.50%
20199.38%3.09%2.15%8.75%
2018-2.27%1.65%7.51%-13.88%
20173.30%2.33%0.54%4.84%
2016-2.80%0.55%5.63%6.66%
2015-2.36%1.72%-8.04%4.22%
20142.07%3.62%3.16%0.60%
201312.05%4.24%3.44%10.52%
201213.57%-5.21%6.04%2.79%
20115.48%-1.54%-19.87%10.66%
20107.80%-11.02%8.35%12.37%
2009-13.43%17.04%19.41%3.27%
2008-9.34%-2.84%-8.71%-18.87%
20071.67%5.82%-1.55%-5.31%
20063.52%-1.29%5.04%7.28%
2005-0.06%1.13%1.67%0.35%
20042.54%1.59%-1.42%10.19%

Rank in category (by total return)

YTD94
1-month99
3-month96
1-year97
3-year93
5-year82

Load adjusted returns

1-year11.67%
3-year2.96%
5-year9.68%
10-year6.63%