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Delaware Ivy Mid Cap Growth R (WMGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.46+0.21 (+0.83%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.53%
5-year average return9.62%
Number of years up13
Number of years down5
Best 1-yr total return (30 Apr 2024)48.24%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return48.24%
Worst 3-yr total return-1.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWMGRXCategory
YTD6.96%10.80%
1-month2.44%4.43%
3-month6.96%7.00%
1-year15.15%48.17%
3-year0.29%21.26%
5-year11.50%20.18%
10-year10.72%14.07%
Last bull market39.66%27.14%
Last bear market-21.94%-21.26%

Annual total return (%) history

Year
WMGRXCategory
2024
N/AN/A
2023
19.67%N/A
2022
-30.89%N/A
2021
16.04%N/A
2020
47.87%39.26%
2019
37.48%32.52%
2018
-0.41%-6.65%
2017
26.58%23.91%
2016
5.75%6.03%
2015
-6.39%-0.95%
2014
7.54%7.00%
2013
29.34%34.93%
2012
12.77%14.07%
2011
-0.85%-3.96%
2010
29.64%24.61%
2009
48.24%39.11%
2008
-38.17%-43.77%
2007
12.80%15.09%
2006
8.21%9.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.96%N/AN/AN/A
202311.16%6.27%-11.20%14.08%
2022-14.32%-21.94%-2.49%5.98%
20211.76%9.08%-0.18%4.73%
2020-18.50%36.95%10.51%19.88%
201921.10%4.73%0.12%8.28%
20184.60%6.28%8.44%-17.40%
20176.64%5.59%5.01%7.05%
2016-0.80%2.68%4.13%-0.29%
20153.82%-0.65%-11.77%2.87%
20141.13%2.46%-2.27%6.19%
20139.16%0.80%9.91%6.95%
201213.02%-7.73%4.98%3.01%
20117.66%1.37%-19.71%13.15%
20106.19%-6.55%14.01%14.58%
2009-3.28%22.48%19.12%5.06%
2008-10.85%-1.96%-7.69%-23.35%
20073.08%7.28%2.14%-0.14%
20067.52%-4.85%1.25%4.46%

Rank in category (by total return)

YTD79
1-month57
3-month79
1-year89
3-year68
5-year39

Load adjusted returns

1-year15.15%
3-year0.29%
5-year11.50%
10-year10.72%