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Delaware Ivy Large Cap Growth Fund Class Y: (MF: WLGYX)
(NASDAQ Mutual Funds) As of Sep 29, 2023 08:00 PM ET
$28.32 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2023
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 29.11 | 13 |
| 3 months | 7.40 | 69 |
| 6 months | 23.64 | 6 |
| 1 Year | 21.87 | 7 |
| 3 Year | 8.13 | 53 |
| 5 Year | 13.55 | 2 |
| 10 Year | 15.37 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 124.63 |
| Bear Market (10/07 - 2/09) | -46.82 |
| Bull Market (2/09 - 3/21) | 811.35 |
Load Adjusted Returns as of Aug 31, 2023
| 1 Year | 27.34 |
| 5 Year | 14.81 |
| 10 Year | 15.55 |
| Since Inception | 8.21 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2023 | 12.86 | 12.80 | NA | NA |
| 2022 | -9.22 | -19.63 | -4.85 | 5.12 |
| 2021 | 1.43 | 13.40 | 1.22 | 11.80 |
| 2020 | -13.23 | 25.44 | 10.84 | 8.32 |
| 2019 | 15.86 | 6.84 | 1.92 | 8.13 |
| 2018 | 4.16 | 5.93 | 8.61 | -14.80 |
Annual Return
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 29.11 | -27.03 | 30.18 | 30.69 | 36.44 | 2.11 | 29.16 | 1.17 | 6.91 | 11.41 | 35.66 |
| % Total Return Rel to Index | 10.41 | -8.82 | 1.50 | 12.29 | 4.95 | 6.50 | 7.36 | -10.75 | 5.52 | -2.23 | 3.28 |
| % Total Return Rel to Peer | 13.62 | -7.33 | 8.12 | 10.77 | 8.01 | 8.97 | 8.48 | -6.64 | 8.51 | 3.20 | 4.96 |
| % Perf Quintile vs Peer* | 1.00 | 4.00 | 1.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 |
| Capital Gains ($) | 0.00 | 2.88 | 3.31 | 1.90 | 3.03 | 2.79 | 0.97 | 0.91 | 1.18 | 1.38 | 2.04 |
| Expense Ratio | 0.95 | 0.95 | 0.98 | 1.01 | 1.05 | 1.05 | 1.06 | 1.06 | 1.06 | 1.06 | 1.06 |
* 1 = Top 20%, 5 = Bottom 20%