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Delaware Value R6 (DDZRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.04-0.09 (-0.53%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.97%
5-year average return6.42%
Number of years up5
Number of years down2
Best 1-yr total return (13 June 2024)22.57%
Worst 1-yr total return (13 June 2024)N/A
Best 3-yr total return22.57%
Worst 3-yr total return5.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDDZRXCategory
YTD3.82%4.44%
1-month0.64%-4.04%
3-month0.70%4.09%
1-year12.91%14.37%
3-year2.97%6.04%
5-year7.79%9.20%
10-year7.46%8.57%
Last bull market19.13%22.97%
Last bear market-10.04%-11.27%

Annual total return (%) history

Year
DDZRXCategory
2024
N/AN/A
2023
2.15%11.63%
2022
-3.42%-5.90%
2021
22.57%26.22%
2020
0.21%2.91%
2019
20.36%25.04%
2018
-2.82%-8.53%
2017
13.81%15.94%
2016
N/A14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.37%N/AN/AN/A
2023-3.88%2.94%-5.36%9.09%
20220.22%-10.04%-5.77%13.70%
20219.08%3.00%0.07%9.01%
2020-26.63%15.42%2.84%15.07%
201910.25%0.63%2.10%6.25%
2018-0.95%2.40%8.21%-11.46%
20173.17%-0.27%4.82%5.53%
2016-0.01%3.59%N/AN/A

Rank in category (by total return)

YTD93
1-month98
3-month95
1-year96
3-year93
5-year93

Load adjusted returns

1-year12.91%
3-year2.97%
5-year7.79%
10-year7.46%