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Delaware Ivy Small Cap Growth Fund Class B (WSGBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.20-0.10 (-0.75%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return15.13%
5-year average return9.28%
Number of years up14
Number of years down6
Best 1-yr total return (3 Feb 2019)41.26%
Worst 1-yr total return (3 Feb 2019)-38.56%
Best 3-yr total return41.26%
Worst 3-yr total return-11.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWSGBXCategory
YTD0.99%12.40%
1-month-7.43%3.37%
3-month-7.76%4.88%
1-year7.23%55.69%
3-year17.02%19.34%
5-year13.81%20.72%
10-year13.08%13.98%
Last bull market23.44%27.85%
Last bear market-25.12%-24.06%

Annual total return (%) history

Year
WSGBXCategory
2021
N/AN/A
2020
37.28%38.62%
2019
22.58%27.68%
2018
-4.98%-5.76%
2017
22.58%21.50%
2016
12.56%11.20%
2015
-3.04%-2.41%
2014
2.26%2.44%
2013
39.43%40.91%
2012
14.09%13.15%
2011
-6.19%-3.55%
2010
34.09%26.98%
2009
41.26%35.46%
2008
-38.56%-41.55%
2007
6.81%7.59%
2006
5.30%10.81%
2005
11.47%6.02%
2004
12.70%12.41%
2003
34.90%45.54%
2002
-26.01%-27.88%
2001
-2.92%-8.91%
2000
N/A-3.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20214.21%5.21%-3.63%N/A
2020-21.65%27.63%8.51%26.51%
201917.23%4.79%-8.24%8.74%
20184.31%6.86%6.84%-20.21%
20176.85%5.34%3.55%5.18%
2016-1.87%4.84%5.03%4.16%
20155.38%0.46%-10.88%2.77%
20140.65%0.52%-8.04%9.91%
201313.97%2.01%11.52%7.54%
201213.45%-2.23%4.31%-1.40%
20119.80%0.52%-22.38%9.50%
201010.21%-5.62%13.57%13.51%
2009-2.30%18.05%17.02%4.66%
2008-12.57%1.17%-9.68%-23.10%
20072.84%6.18%3.62%-5.60%
20068.45%-6.15%-5.10%9.02%
2005-2.09%7.16%5.09%1.09%
20042.63%2.11%-7.72%16.54%
20031.65%13.86%2.96%13.21%
2002-2.35%-14.42%-17.19%6.92%
2001-14.68%20.41%-23.96%24.27%
2000-9.92%N/AN/AN/A

Rank in category (by total return)

YTD79
1-month92
3-month96
1-year82
3-year80
5-year67

Load adjusted returns

1-year30.72%
3-year17.24%
5-year18.18%
10-year13.82%