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Delaware Global Equity II I (IBIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.28-0.03 (-0.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.93%
5-year average return8.71%
Number of years up9
Number of years down2
Best 1-yr total return (27 June 2024)23.60%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return23.60%
Worst 3-yr total return2.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIBIIXCategory
YTD10.57%14.38%
1-month4.94%-1.21%
3-month3.85%5.03%
1-year16.58%39.50%
3-year5.39%9.11%
5-year9.66%10.10%
10-year6.48%7.90%
Last bull market20.96%15.53%
Last bear market-7.70%-17.52%

Annual total return (%) history

Year
IBIIXCategory
2024
N/AN/A
2023
14.76%N/A
2022
-11.15%N/A
2021
17.11%N/A
2020
3.90%2.50%
2019
23.60%20.73%
2018
-9.99%-10.41%
2017
19.02%18.90%
2016
5.00%9.24%
2015
0.16%-3.06%
2014
3.23%3.61%
2013
22.02%25.36%
2012
N/A14.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.64%N/AN/AN/A
202310.21%3.80%-8.59%9.74%
2022-7.61%-7.70%-10.84%16.85%
20217.33%3.17%-0.72%6.54%
2020-24.45%15.03%3.42%15.60%
201911.03%2.72%0.24%8.11%
2018-0.83%-0.89%3.10%-11.17%
20173.63%4.02%6.12%4.04%
2016-0.41%3.17%1.34%0.84%
20154.95%-1.68%-5.71%2.94%
20142.00%4.61%-3.21%-0.05%
20135.51%-0.02%8.87%6.25%
20126.20%2.92%N/AN/A

Rank in category (by total return)

YTD11
1-month6
3-month71
1-year74
3-year45
5-year47

Load adjusted returns

1-year16.58%
3-year5.39%
5-year9.66%
10-year6.48%