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Delaware Ivy Global Growth Fund Class A: (MF: IVINX)
(NASDAQ Mutual Funds) As of May 6, 2024 08:00 PM ET
$34.60 USD
+0.36 (1.05%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.15 | 13 |
| 3 months | 11.15 | 13 |
| 6 months | 22.41 | 23 |
| 1 Year | 25.46 | 21 |
| 3 Year | 7.22 | 22 |
| 5 Year | 11.45 | 24 |
| 10 Year | 8.43 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 184.43 |
| Bear Market (10/07 - 2/09) | -54.92 |
| Bull Market (2/09 - 3/21) | 410.77 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 18.64 |
| 5 Year | 10.21 |
| 10 Year | 7.83 |
| Since Inception | 8.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.15 | NA | NA | NA |
| 2023 | 5.46 | 5.04 | -2.43 | 10.13 |
| 2022 | -8.80 | -14.43 | -7.12 | 13.97 |
| 2021 | 4.14 | 7.10 | -0.94 | 6.28 |
| 2020 | -20.47 | 22.41 | 8.89 | 13.71 |
| 2019 | 13.02 | 4.26 | -1.35 | 8.06 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.15 | 19.03 | -17.39 | 17.44 | 20.53 | 25.62 | -6.22 | 24.36 | -3.38 | 3.05 | 0.62 |
| % Total Return Rel to Index | 2.13 | -5.37 | 1.69 | -0.71 | 6.46 | 0.42 | 4.20 | 4.24 | -8.71 | 5.81 | -2.30 |
| % Total Return Rel to Peer | 3.95 | 0.39 | 2.16 | 1.23 | 3.86 | 0.88 | 3.80 | 2.13 | -8.96 | 5.32 | -1.25 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 4.00 | 2.00 | 3.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.19 | 0.00 | 0.19 | 0.00 | 0.08 | 0.08 | 0.06 | 0.00 | 0.04 | 0.02 |
| % Yield | 0.00 | 0.57 | 0.00 | 0.28 | 0.00 | 0.17 | 0.17 | 0.11 | 0.00 | 0.09 | 0.06 |
| Capital Gains ($) | 0.00 | 1.71 | 21.52 | 3.96 | 2.82 | 0.36 | 4.69 | 3.34 | 0.00 | 0.90 | 0.51 |
| Expense Ratio | 0.00 | 1.19 | 1.27 | 1.34 | 1.36 | 1.37 | 1.38 | 1.48 | 1.47 | 1.45 | 1.49 |
* 1 = Top 20%, 5 = Bottom 20%