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Delaware Ivy Core Equity Fund Class Y (WCEYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.61+0.01 (+0.05%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.57%
5-year average return16.05%
Number of years up22
Number of years down6
Best 1-yr total return (25 Jun 2024)32.73%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return32.73%
Worst 3-yr total return4.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWCEYXCategory
YTD13.57%5.31%
1-month5.13%-4.19%
3-month4.53%3.90%
1-year31.33%20.31%
3-year9.71%6.48%
5-year16.95%11.78%
10-year11.72%10.96%
Last bull market29.21%25.56%
Last bear market-15.26%-15.11%

Annual total return (%) history

Year
WCEYXCategory
2024
N/AN/A
2023
23.52%22.32%
2022
-17.34%-16.96%
2021
29.14%26.07%
2020
21.96%15.83%
2019
31.32%28.78%
2018
-4.29%-6.27%
2017
20.68%20.44%
2016
3.77%10.37%
2015
-0.46%-1.07%
2014
9.48%10.96%
2013
32.73%31.50%
2012
18.27%14.96%
2011
1.06%-1.27%
2010
20.33%14.01%
2009
23.57%28.17%
2008
-34.72%-37.79%
2007
13.82%6.16%
2006
14.50%14.17%
2005
8.26%5.88%
2004
9.65%10.02%
2003
17.08%27.05%
2002
-22.52%-22.25%
2001
-15.11%-13.50%
2000
9.48%-6.31%
1999
12.96%20.16%
1998
21.78%22.39%
1997
25.37%28.37%
1996
18.97%20.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.73%N/AN/AN/A
20236.18%8.08%-4.29%12.45%
2022-6.00%-15.26%-3.82%7.89%
20216.49%7.90%1.90%10.30%
2020-17.67%20.31%9.72%12.22%
201911.88%5.55%2.95%8.01%
20181.20%4.31%5.98%-14.45%
20174.73%1.51%6.88%6.21%
2016-1.86%1.39%4.54%-0.23%
20151.66%-0.59%-7.96%7.01%
20141.01%5.35%-0.06%2.93%
20138.88%1.94%8.77%9.94%
201214.14%-3.29%6.72%0.39%
20118.47%0.35%-16.62%11.35%
20106.95%-10.97%12.32%12.51%
2009-10.80%14.15%17.49%3.29%
2008-10.50%2.96%-10.90%-20.49%
20070.19%7.82%5.92%-0.53%
20065.55%1.03%2.32%4.93%
20050.64%1.28%4.11%2.02%
2004-1.53%2.39%0.35%8.37%
2003-5.51%12.10%-0.91%11.55%
2002-1.92%-12.08%-16.71%7.88%
2001-14.01%3.46%-14.96%12.20%
200011.57%0.07%1.49%-3.38%
19990.86%4.75%-3.73%11.05%
199813.38%2.25%-6.91%12.84%
19971.21%17.32%7.24%-1.55%
19966.78%1.71%3.48%5.86%

Rank in category (by total return)

YTD10
1-month19
3-month16
1-year11
3-year17
5-year6

Load adjusted returns

1-year31.33%
3-year9.71%
5-year16.95%
10-year11.72%