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Delaware Ivy Large Cap Growth Fund Y (WLGYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.40+0.60 (+1.83%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.40%
5-year average return15.71%
Number of years up19
Number of years down4
Best 1-yr total return (2 May 2024)37.83%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return37.83%
Worst 3-yr total return6.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWLGYXCategory
YTD4.34%12.38%
1-month-4.84%5.09%
3-month1.88%10.28%
1-year23.38%41.70%
3-year7.77%22.56%
5-year15.04%21.98%
10-year14.69%15.99%
Last bull market25.49%25.99%
Last bear market-19.63%-17.29%

Annual total return (%) history

Year
WLGYXCategory
2024
N/AN/A
2023
37.83%N/A
2022
-27.03%N/A
2021
30.19%N/A
2020
30.69%35.86%
2019
36.46%31.90%
2018
2.14%-2.09%
2017
29.15%27.67%
2016
1.20%3.23%
2015
6.90%3.60%
2014
11.41%10.00%
2013
35.66%33.92%
2012
10.56%15.34%
2011
2.05%-2.46%
2010
14.12%15.53%
2009
24.68%35.68%
2008
-38.07%-40.67%
2007
29.41%13.35%
2006
3.44%7.05%
2005
14.78%6.71%
2004
6.12%7.81%
2003
29.31%28.66%
2002
-19.64%-27.64%
2001
-23.42%-22.30%
2000
N/A-13.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.65%N/AN/AN/A
202312.86%12.80%-4.32%13.15%
2022-9.22%-19.63%-4.86%5.13%
20211.44%13.41%1.22%11.81%
2020-13.23%25.45%10.84%8.32%
201915.87%6.85%1.92%8.15%
20184.17%5.94%8.61%-14.78%
20178.87%3.82%7.70%6.09%
2016-3.58%-0.72%6.98%-1.18%
20155.22%0.15%-5.46%7.31%
2014-0.33%4.75%1.71%4.92%
20138.78%0.74%11.09%11.43%
201214.45%-7.03%5.11%-1.14%
20114.86%1.09%-13.48%11.27%
20103.98%-11.91%11.72%11.51%
2009-5.16%11.10%11.72%5.91%
2008-11.35%-0.30%-11.65%-20.69%
20072.05%5.85%15.94%3.34%
20063.53%-1.79%-2.69%4.55%
2005-2.63%5.61%4.72%6.58%
20040.11%1.50%-5.07%10.02%
20030.83%11.71%3.21%11.23%
20022.90%-12.36%-14.11%3.75%
2001-18.97%3.06%-18.12%12.00%
2000-6.30%N/AN/AN/A

Rank in category (by total return)

YTD76
1-month57
3-month83
1-year79
3-year17
5-year21

Load adjusted returns

1-year23.38%
3-year7.77%
5-year15.04%
10-year14.69%