Macquarie Systematic Emerging Markets Equity Fund C: (MF: IPOCX)
(NASDAQ Mutual Funds) As of Jul 18, 2025 08:00 PM ET
$16.93 USD
+0.12 (0.71%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 11.76 | 91 |
3 months | 10.27 | 81 |
6 months | 11.76 | 91 |
1 Year | 7.84 | 94 |
3 Year | 8.35 | 90 |
5 Year | 4.54 | 87 |
10 Year | 3.90 | 87 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 352.21 |
Bear Market (10/07 - 2/09) | -61.30 |
Bull Market (2/09 - 3/21) | 225.10 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 6.77 |
5 Year | 4.54 |
10 Year | 3.90 |
Since Inception | 4.32 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 1.34 | 10.27 | NA | NA |
2024 | 4.71 | 5.82 | 3.18 | -6.48 |
2023 | 5.24 | 1.12 | -3.39 | 7.02 |
2022 | -13.63 | -13.58 | -10.43 | 8.01 |
2021 | 1.92 | 5.19 | -9.08 | -2.94 |
2020 | -24.11 | 27.04 | 15.08 | 20.79 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 11.76 | 6.92 | 10.02 | -27.79 | -5.39 | 34.01 | 22.51 | -20.38 | 41.48 | 8.93 | -12.74 |
% Total Return Rel to Index | -8.17 | 2.58 | -8.83 | -11.31 | -22.75 | 28.58 | 4.08 | -4.24 | 19.68 | 10.81 | -9.46 |
% Total Return Rel to Peer | -6.13 | 2.38 | -4.79 | -8.07 | -11.82 | 19.29 | 0.17 | -4.35 | 12.56 | 6.18 | -8.18 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 5.00 | 5.00 | 1.00 | 3.00 | 5.00 | 1.00 | 1.00 | 5.00 |
% Dividends | 0.00 | 0.56 | 0.46 | 0.12 | 0.06 | 0.09 | 0.07 | 0.03 | 0.00 | 0.00 | 0.07 |
% Yield | 0.00 | 3.61 | 3.72 | 0.77 | 0.28 | 0.38 | 0.40 | 0.26 | 0.00 | 0.00 | 0.59 |
Capital Gains ($) | 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%