Macquarie Systematic Emerging Markets Equity Fund C: (MF: IPOCX)
(NASDAQ Mutual Funds) As of Nov 20, 2025 05:33 PM ET
$17.85 USD
-0.09 (-0.50%)
Latest Performance as of Oct 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 24.39 | 67 |
| 3 months | 10.31 | 30 |
| 6 months | 22.74 | 25 |
| 1 Year | 22.88 | 55 |
| 3 Year | 17.78 | 67 |
| 5 Year | 3.24 | 91 |
| 10 Year | 6.71 | 66 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 352.21 |
| Bear Market (10/07 - 2/09) | -61.30 |
| Bull Market (2/09 - 3/21) | 261.86 |
Load Adjusted Returns as of Oct 31, 2025
| 1 Year | 10.43 |
| 5 Year | 2.97 |
| 10 Year | 6.97 |
| Since Inception | 4.51 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.34 | 10.27 | 6.73 | NA |
| 2024 | 4.71 | 5.82 | 3.18 | -6.48 |
| 2023 | 5.24 | 1.12 | -3.39 | 7.02 |
| 2022 | -13.63 | -13.58 | -10.43 | 8.01 |
| 2021 | 1.92 | 5.19 | -9.08 | -2.94 |
| 2020 | -24.11 | 27.04 | 15.08 | 20.79 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 24.39 | 6.92 | 10.02 | -27.79 | -5.39 | 34.01 | 22.51 | -20.38 | 41.48 | 8.93 | -12.74 |
| % Total Return Rel to Index | -3.10 | 2.58 | -8.83 | -11.31 | -22.75 | 28.58 | 4.08 | -4.24 | 19.68 | 10.81 | -9.46 |
| % Total Return Rel to Peer | -1.93 | 2.38 | -4.79 | -8.07 | -11.82 | 19.29 | 0.17 | -4.35 | 12.56 | 6.18 | -8.18 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 5.00 | 5.00 | 1.00 | 3.00 | 5.00 | 1.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.56 | 0.46 | 0.12 | 0.06 | 0.09 | 0.07 | 0.03 | 0.00 | 0.00 | 0.07 |
| % Yield | 0.00 | 3.61 | 3.72 | 0.77 | 0.28 | 0.38 | 0.40 | 0.26 | 0.00 | 0.00 | 0.59 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 2.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.80 | 1.80 | 1.84 | 2.07 | 2.10 | 2.16 | 2.11 | 2.13 | 2.36 | 2.35 | 2.40 |
* 1 = Top 20%, 5 = Bottom 20%
