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Delaware Ivy Large Cap Growth Fund Class I: (MF: IYGIX)

(NASDAQ Mutual Funds) As of Jun 12, 2024 08:00 PM ET

$37.56 USD

+0.49 (1.32%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2024

Total Return %* Percentile Rank Objective
YTD 4.42 57
3 months 1.93 83
6 months 19.55 67
1 Year 23.67 33
3 Year 8.07 11
5 Year 15.38 4
10 Year 14.96 3

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -46.76
Bull Market (2/09 - 3/21) 939.10

Load Adjusted Returns as of Apr 30, 2024

1 Year 34.22
5 Year 17.52
10 Year 15.38
Since Inception 12.20

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 9.71 NA NA NA
2023 12.92 12.85 -4.21 13.17
2022 -9.13 -19.51 -4.80 5.19
2021 1.48 13.53 1.25 11.87
2020 -13.13 25.52 10.94 8.42
2019 15.98 6.93 1.98 8.18

Annual Return

20242023202220212020201920182017201620152014
% Total Return 4.4238.15-26.7730.5231.1736.822.3729.381.367.0611.64
% Total Return Rel to Index -1.6111.90-8.561.8412.775.336.767.58-10.575.67-2.00
% Total Return Rel to Peer -0.4015.15-7.078.4611.268.409.238.70-6.458.663.43
% Perf Quintile vs Peer* 0.001.004.001.002.001.001.001.005.001.002.00
% Dividends 0.000.000.000.000.010.060.000.030.000.000.00
% Yield 0.000.000.000.000.030.220.000.150.000.000.00
Capital Gains ($) 0.000.912.883.411.963.062.790.970.911.181.38
Expense Ratio 0.000.640.640.640.690.730.880.880.880.880.88

* 1 = Top 20%, 5 = Bottom 20%