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Delaware Small Cap Value Fund (DVLRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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64.040.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.40%
5-year average return6.93%
Number of years up13
Number of years down7
Best 1-yr total return (1 July 2024)33.58%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return33.58%
Worst 3-yr total return1.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDVLRXCategory
YTD5.61%26.79%
1-month5.04%-1.77%
3-month5.23%4.45%
1-year23.84%71.02%
3-year1.66%9.35%
5-year9.15%12.17%
10-year6.82%9.95%
Last bull market24.72%28.07%
Last bear market-14.35%-24.24%

Annual total return (%) history

Year
DVLRXCategory
2024
N/AN/A
2023
8.94%N/A
2022
-12.64%N/A
2021
33.58%N/A
2020
-1.73%4.02%
2019
27.53%21.43%
2018
-17.77%-15.46%
2017
11.43%8.54%
2016
30.70%25.99%
2015
-6.67%-6.71%
2014
5.12%3.34%
2013
31.84%36.22%
2012
12.78%16.00%
2011
-1.38%-4.45%
2010
30.64%26.17%
2009
31.67%31.32%
2008
-30.70%-32.24%
2007
-7.69%-6.08%
2006
15.08%16.27%
2005
8.34%6.40%
2004
20.68%21.14%
2003
N/A42.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.04%-2.86%N/AN/A
2023-1.83%3.67%-4.00%11.50%
2022-3.36%-14.35%-5.55%11.74%
202119.83%3.35%-1.55%9.56%
2020-36.49%17.56%-0.27%31.98%
201913.36%3.29%0.27%8.63%
2018-3.08%4.48%0.73%-19.39%
20172.39%0.13%3.49%5.02%
20163.41%3.88%7.18%13.52%
20152.95%-1.20%-9.94%1.88%
20142.85%3.59%-5.35%4.24%
201311.90%0.79%7.26%8.98%
201210.68%-4.42%3.85%2.66%
20117.10%-2.00%-19.22%16.32%
20109.52%-7.56%12.75%14.45%
2009-13.68%16.68%22.69%6.54%
2008-4.47%1.09%-4.53%-24.83%
20072.52%4.69%-7.20%-7.32%
200611.31%-3.10%1.11%5.52%
2005-0.72%3.34%3.85%1.69%
20045.32%-0.34%0.71%14.16%
20035.52%14.95%N/AN/A

Rank in category (by total return)

YTD18
1-month32
3-month13
1-year50
3-year72
5-year77

Load adjusted returns

1-year23.84%
3-year1.66%
5-year9.15%
10-year6.82%