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Delaware Value A (DDVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.10-0.04 (-0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.71%
5-year average return5.71%
Number of years up17
Number of years down8
Best 1-yr total return (1 July 2024)33.01%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return33.01%
Worst 3-yr total return5.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDDVAXCategory
YTD3.61%4.44%
1-month0.58%-4.04%
3-month0.55%4.09%
1-year12.46%14.37%
3-year2.60%6.04%
5-year7.40%9.20%
10-year7.10%8.57%
Last bull market18.93%22.97%
Last bear market-10.17%-11.27%

Annual total return (%) history

Year
DDVAXCategory
2024
N/AN/A
2023
1.83%11.63%
2022
-3.75%-5.90%
2021
22.10%26.22%
2020
-0.12%2.91%
2019
19.94%25.04%
2018
-3.12%-8.53%
2017
13.37%15.94%
2016
14.44%14.81%
2015
-0.54%-4.05%
2014
13.42%10.21%
2013
33.01%31.21%
2012
14.21%14.57%
2011
8.97%-0.75%
2010
15.64%13.66%
2009
17.65%24.13%
2008
-33.16%-37.09%
2007
-3.02%1.42%
2006
23.58%18.15%
2005
5.46%5.95%
2004
13.20%12.97%
2003
27.45%28.44%
2002
-17.07%-18.69%
2001
-5.35%-4.99%
2000
7.21%7.87%
1999
10.30%6.72%
1998
N/A12.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.27%-4.80%N/AN/A
2023-3.96%2.86%-5.44%9.01%
20220.13%-10.17%-5.85%13.66%
20218.98%2.90%-0.02%8.90%
2020-26.71%15.32%2.74%15.01%
201910.15%0.50%2.06%6.17%
2018-0.99%2.32%8.08%-11.51%
20173.06%-0.33%4.72%5.39%
20161.64%8.85%-0.04%3.49%
20151.83%-1.79%-7.34%7.33%
20142.72%5.51%1.61%2.99%
201312.09%3.84%4.41%9.45%
20128.06%-0.34%4.63%1.36%
20117.86%1.62%-13.01%14.29%
20103.64%-9.68%12.49%9.83%
2009-10.67%10.53%11.33%7.04%
2008-9.78%-5.83%-8.80%-13.74%
20070.37%6.37%-2.92%-6.43%
20066.24%0.34%8.28%7.07%
20051.76%-0.09%3.73%0.01%
20042.71%0.20%0.88%9.04%
2003-4.56%16.07%1.14%13.75%
20024.47%-9.56%-18.28%7.41%
2001-5.47%5.07%-12.01%8.31%
20001.80%-4.23%7.29%2.49%
19991.02%11.97%-8.79%6.91%
199817.36%N/AN/AN/A

Rank in category (by total return)

YTD93
1-month98
3-month96
1-year97
3-year95
5-year96

Load adjusted returns

1-year5.99%
3-year0.60%
5-year6.13%
10-year6.47%