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Delaware Small Cap Growth R (DSGFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.91-0.08 (-0.80%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.20%
5-year average return6.70%
Number of years up5
Number of years down2
Best 1-yr total return (6 June 2024)95.91%
Worst 1-yr total return (6 June 2024)N/A
Best 3-yr total return95.91%
Worst 3-yr total return-14.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDSGFXCategory
YTD6.90%12.40%
1-month2.65%3.37%
3-month-2.33%4.88%
1-year19.31%55.69%
3-year-11.81%19.34%
5-year7.85%20.72%
10-year0.00%13.98%
Last bull market32.33%27.85%
Last bear market-32.61%-24.06%

Annual total return (%) history

Year
DSGFXCategory
2024
N/AN/A
2023
24.60%N/A
2022
-45.40%N/A
2021
-6.70%N/A
2020
95.91%38.62%
2019
30.50%27.68%
2018
1.10%-5.76%
2017
34.06%21.50%
2016
N/A11.20%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.68%N/AN/AN/A
202312.96%8.90%-5.81%7.53%
2022-16.75%-32.61%-0.26%-2.42%
20210.64%3.07%-2.86%-7.40%
2020-13.47%50.99%18.23%26.84%
201925.52%4.18%-7.94%8.40%
20183.87%14.22%11.62%-23.66%
20173.95%4.67%3.22%19.37%
201615.76%-6.45%N/AN/A

Rank in category (by total return)

YTD29
1-month86
3-month81
1-year42
3-year95
5-year65

Load adjusted returns

1-year19.31%
3-year-11.81%
5-year7.85%
10-yearN/A