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Delaware Ivy Large Cap Growth Fund Class Y: (MF: WLGYX)

(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET

$37.07 USD

+0.21 (0.57%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 18.74 27
3 months 8.52 5
6 months 10.27 29
1 Year 26.74 29
3 Year 7.90 26
5 Year 16.99 9
10 Year 15.05 4

* 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) 988.25

Load Adjusted Returns as of Aug 31, 2024

1 Year 24.98
5 Year 16.84
10 Year 15.16
Since Inception 8.86

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 9.64 5.30 NA NA
2023 12.86 12.80 -4.32 13.13
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

Annual Return

20242023202220212020201920182017201620152014
% Total Return 18.7437.81-27.0330.1830.6936.442.1129.161.176.9111.41
% Total Return Rel to Index -0.8011.56-8.821.5012.294.956.507.36-10.755.52-2.23
% Total Return Rel to Peer 3.8914.81-7.338.1210.778.018.978.48-6.648.513.20
% Perf Quintile vs Peer* 0.001.004.001.002.001.001.001.005.001.002.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.912.883.311.903.032.790.970.911.181.38
Expense Ratio 0.890.950.950.981.011.051.051.061.061.061.06

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