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Delaware Group Equity Funds IV - Delaware Equity Income Fund (FIUTX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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6.30

-0.10

(-1.56%)

At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1

Year-to-date return-4.62%

5-year average return5.68%

Number of years up20

Number of years down9

Best 1-yr total return (9 Mar 2023)29.58%

Worst 1-yr total return (9 Mar 2023)N/A

Best 3-yr total return29.58%

Worst 3-yr total return-1.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.

ReturnFIUTXCategory

YTD-4.62%4.44%

1-month-7.77%-4.04%

3-month-4.39%4.09%

1-year-0.34%14.37%

3-year13.42%6.04%

5-year5.68%9.20%

10-year8.11%8.57%

Last bull market39.55%22.97%

Last bear market-7.88%-11.27%

Annual total return (%) history

Year

FIUTXCategory

2022

3.15%-5.90%

2021

21.36%26.22%

2020

-0.38%2.91%

2019

22.63%25.04%

2018

-8.74%-8.53%

2017

15.06%15.94%

2016

12.86%14.81%

2015

-1.50%-4.05%

2014

7.93%10.21%

2013

29.58%31.21%

2012

10.45%14.57%

2011

1.04%-0.75%

2010

13.42%13.66%

2009

19.61%24.13%

2008

-29.09%-37.09%

2007

-0.99%1.42%

2006

19.78%18.15%

2005

5.56%5.95%

2004

15.13%12.97%

2003

25.25%28.44%

2002

-21.39%-18.69%

2001

-19.88%-4.99%

2000

-1.22%7.87%

1999

15.70%6.72%

1998

11.43%12.00%

1997

24.01%26.61%

1996

7.63%20.08%

1995

32.20%32.39%

1994

-8.50%-0.70%

1993

N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4

20221.64%-7.88%-5.94%17.13%

20218.86%4.94%-0.68%6.96%

2020-26.65%15.10%2.59%15.01%

20199.39%3.45%1.91%6.34%

2018-3.16%1.66%4.99%-11.70%

20173.37%2.00%3.78%5.15%

20161.92%3.09%2.68%4.60%

20151.23%-0.81%-7.28%5.80%

20141.04%5.07%-1.09%2.78%

201310.83%3.55%3.56%9.02%

20128.32%-2.96%4.84%0.24%

20114.87%-0.23%-15.10%13.76%

20104.96%-11.15%11.50%9.08%

2009-11.92%13.24%13.63%5.55%

2008-7.69%-2.85%-2.80%-18.65%

20071.33%5.07%-2.45%-4.67%

20067.04%-0.14%4.51%7.23%

20051.20%0.73%2.16%1.36%

20043.67%2.51%0.45%7.85%

2003-5.05%14.33%2.16%12.95%

2002-0.64%-11.83%-16.41%7.35%

2001-6.80%-2.37%-12.47%0.59%

200014.77%-9.71%1.20%-5.81%

1999-1.03%10.01%-5.22%12.12%

19986.93%-2.19%-1.82%8.52%

1997-1.53%7.12%4.85%12.13%

1996-0.80%3.61%-2.16%7.03%

19955.86%6.13%7.49%9.46%

1994-7.58%-1.91%0.95%-0.01%

19932.86%5.45%-3.87%N/A

Rank in category (by total return)

YTD77

1-month92

3-month78

1-year7

3-year36

5-year61

Load adjusted returns

1-year-3.34%

3-year10.84%

5-year5.89%

10-year8.17%