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Delaware Ivy Large Cap Growth Fund A (WLGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.01+0.58 (+1.85%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.42%
5-year average return15.72%
Number of years up19
Number of years down4
Best 1-yr total return (2 May 2024)37.81%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return37.81%
Worst 3-yr total return6.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWLGAXCategory
YTD4.33%12.38%
1-month-4.87%5.09%
3-month1.87%10.28%
1-year23.32%41.70%
3-year7.78%22.56%
5-year15.04%21.98%
10-year14.65%15.99%
Last bull market25.48%25.99%
Last bear market-19.61%-17.29%

Annual total return (%) history

Year
WLGAXCategory
2024
N/AN/A
2023
37.81%N/A
2022
-27.00%N/A
2021
30.17%N/A
2020
30.76%35.86%
2019
36.44%31.90%
2018
2.06%-2.09%
2017
29.04%27.67%
2016
1.17%3.23%
2015
6.76%3.60%
2014
11.32%10.00%
2013
35.57%33.92%
2012
10.50%15.34%
2011
1.85%-2.46%
2010
14.07%15.53%
2009
24.58%35.68%
2008
-38.14%-40.67%
2007
29.34%13.35%
2006
3.30%7.05%
2005
14.37%6.71%
2004
5.94%7.81%
2003
28.97%28.66%
2002
-19.78%-27.64%
2001
-23.50%-22.30%
2000
N/A-13.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.66%N/AN/AN/A
202312.86%12.79%-4.30%13.12%
2022-9.22%-19.61%-4.84%5.12%
20211.42%13.42%1.20%11.82%
2020-13.20%25.44%10.88%8.31%
201915.91%6.86%1.89%8.10%
20184.09%5.96%8.58%-14.78%
20178.80%3.81%7.69%6.09%
2016-3.55%-0.74%6.90%-1.15%
20155.15%0.16%-5.46%7.23%
2014-0.34%4.72%1.68%4.90%
20138.77%0.69%11.08%11.43%
201214.44%-7.00%5.04%-1.16%
20114.77%1.10%-13.52%11.18%
20103.95%-11.98%11.70%11.62%
2009-5.22%11.14%11.67%5.91%
2008-11.43%-0.30%-11.65%-20.70%
20071.98%5.84%15.91%3.38%
20063.48%-1.81%-2.72%4.51%
2005-2.75%5.45%4.67%6.55%
20040.11%1.40%-5.11%9.98%
20030.84%11.60%3.22%11.03%
20022.91%-12.38%-14.25%3.76%
2001-18.97%3.06%-18.12%11.87%
200026.10%-6.30%N/AN/A

Rank in category (by total return)

YTD76
1-month59
3-month84
1-year80
3-year17
5-year21

Load adjusted returns

1-year16.23%
3-year5.67%
5-year13.69%
10-year13.97%