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Delaware Ivy Large Cap Growth Fund R (WLGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.19+0.49 (+1.71%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.71%
5-year average return14.83%
Number of years up16
Number of years down2
Best 1-yr total return (24 Apr 2024)37.51%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return37.51%
Worst 3-yr total return5.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWLGRXCategory
YTD9.56%12.38%
1-month1.80%5.09%
3-month9.56%10.28%
1-year33.56%41.70%
3-year11.93%22.56%
5-year16.77%21.98%
10-year14.68%15.99%
Last bull market38.99%25.99%
Last bear market-19.70%-17.29%

Annual total return (%) history

Year
WLGRXCategory
2024
N/AN/A
2023
37.51%N/A
2022
-27.24%N/A
2021
29.61%N/A
2020
30.21%35.86%
2019
35.89%31.90%
2018
1.75%-2.09%
2017
28.67%27.67%
2016
0.75%3.23%
2015
6.47%3.60%
2014
10.95%10.00%
2013
35.05%33.92%
2012
10.19%15.34%
2011
1.56%-2.46%
2010
13.72%15.53%
2009
24.17%35.68%
2008
-38.36%-40.67%
2007
28.89%13.35%
2006
3.03%7.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.56%N/AN/AN/A
202312.80%12.73%-4.35%13.06%
2022-9.26%-19.70%-4.92%5.03%
20211.32%13.31%1.12%11.64%
2020-13.30%25.32%10.76%8.20%
201915.80%6.73%1.81%8.00%
20184.06%5.83%8.50%-14.84%
20178.80%3.67%7.60%6.02%
2016-3.65%-0.87%6.88%-1.30%
20155.10%0.05%-5.55%7.19%
2014-0.46%4.70%1.61%4.79%
20138.62%0.64%10.94%11.35%
201214.33%-7.10%4.98%-1.17%
20114.75%0.97%-13.61%11.16%
20103.89%-12.01%11.62%11.45%
2009-5.27%11.01%11.59%5.82%
2008-11.50%-0.46%-11.67%-20.78%
20071.90%5.69%15.82%3.33%
20063.39%-1.90%-2.72%4.43%

Rank in category (by total return)

YTD76
1-month65
3-month76
1-year68
3-year16
5-year25

Load adjusted returns

1-year33.56%
3-year11.93%
5-year16.77%
10-year14.68%