Singapore markets closed

Delaware Ivy Mid Cap Growth Y (WMGYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
28.91-0.06 (-0.21%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.90%
5-year average return11.60%
Number of years up16
Number of years down7
Best 1-yr total return (30 May 2024)49.00%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return49.00%
Worst 3-yr total return-1.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWMGYXCategory
YTD0.18%10.80%
1-month-6.39%4.43%
3-month2.64%7.00%
1-year11.34%48.17%
3-year-3.34%21.26%
5-year9.71%20.18%
10-year10.66%14.07%
Last bull market30.97%27.14%
Last bear market-21.84%-21.26%

Annual total return (%) history

Year
WMGYXCategory
2024
N/AN/A
2023
20.00%N/A
2022
-30.68%N/A
2021
16.53%N/A
2020
48.43%39.26%
2019
37.94%32.52%
2018
-0.05%-6.65%
2017
27.02%23.91%
2016
6.11%6.03%
2015
-6.01%-0.95%
2014
7.92%7.00%
2013
29.79%34.93%
2012
13.21%14.07%
2011
-0.48%-3.96%
2010
30.13%24.61%
2009
49.00%39.11%
2008
-37.92%-43.77%
2007
13.34%15.09%
2006
8.64%9.00%
2005
12.49%9.84%
2004
19.07%13.23%
2003
30.71%35.96%
2002
-25.57%-27.24%
2001
-12.58%-19.98%
2000
N/A-4.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.01%N/AN/AN/A
202311.23%6.35%-11.13%14.16%
2022-14.25%-21.84%-2.45%6.03%
20211.85%9.17%-0.07%4.87%
2020-18.41%37.01%10.64%20.00%
201921.20%4.79%0.25%8.34%
20184.68%6.38%8.55%-17.32%
20176.70%5.72%5.07%7.17%
2016-0.76%2.74%4.25%-0.18%
20153.94%-0.62%-11.65%2.99%
20141.21%2.52%-2.14%6.27%
20139.28%0.82%10.04%7.06%
201213.16%-7.67%5.08%3.11%
20117.83%1.38%-19.61%13.25%
20106.32%-6.44%14.14%14.61%
2009-3.10%22.65%19.31%5.08%
2008-10.74%-1.93%-7.55%-23.30%
20073.20%7.41%2.25%0.00%
20067.63%-4.80%1.41%4.57%
2005-4.29%5.18%6.82%4.61%
20043.18%5.72%-3.54%13.16%
2003-1.04%17.69%2.17%9.85%
2002-1.98%-15.38%-16.45%7.39%
2001-12.99%6.70%-16.26%12.44%
2000-7.52%N/AN/AN/A

Rank in category (by total return)

YTD75
1-month58
3-month59
1-year81
3-year63
5-year28

Load adjusted returns

1-year11.34%
3-year-3.34%
5-year9.71%
10-year10.66%