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Delaware Ivy Balanced Fund (IBNAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.15-0.26 (-1.07%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.39%
5-year average return5.45%
Number of years up26
Number of years down7
Best 1-yr total return (3 Feb 2019)23.26%
Worst 1-yr total return (3 Feb 2019)-19.47%
Best 3-yr total return23.26%
Worst 3-yr total return0.17%

Trailing returns (%) vs. Benchmarks

ReturnIBNAXCategory
YTD-9.99%9.69%
1-month7.77%0.91%
3-month7.28%5.21%
1-year-5.79%27.06%
3-year9.53%11.00%
5-year7.67%10.26%
10-year7.85%8.34%
Last bull market18.75%15.58%
Last bear market-11.74%-12.16%

Annual total return (%) history

Year
IBNAXCategory
2022
N/AN/A
2021
16.28%N/A
2020
14.35%11.72%
2019
22.08%19.23%
2018
-3.31%-5.76%
2017
11.38%13.21%
2016
1.95%7.34%
2015
-0.41%-1.93%
2014
7.28%6.21%
2013
23.26%16.48%
2012
11.49%11.72%
2011
2.65%-0.11%
2010
16.11%11.83%
2009
15.08%24.13%
2008
-19.47%-28.00%
2007
12.85%5.99%
2006
10.60%11.29%
2005
4.59%5.13%
2004
8.53%8.86%
2003
20.85%20.35%
2002
-9.30%-12.02%
2001
-15.27%-5.05%
2000
-10.33%1.82%
1999
14.64%10.71%
1998
22.60%13.52%
1997
18.18%19.63%
1996
11.58%13.70%
1995
24.12%25.63%
1994
-2.14%-2.52%
1993
5.51%11.37%
1992
6.28%7.73%
1991
27.72%24.89%
1990
3.44%-1.10%
1989
19.35%19.04%
1988
10.21%12.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2022-5.97%N/AN/AN/A
20214.56%5.88%-1.16%6.27%
2020-16.28%15.62%5.73%11.74%
20199.36%3.02%1.40%6.86%
2018-0.48%2.18%4.68%-9.16%
20174.14%1.70%1.30%3.80%
2016-2.09%1.89%2.63%-0.43%
20152.56%-0.76%-6.52%4.67%
20140.89%4.40%-1.33%3.22%
20137.30%1.32%6.24%6.72%
20129.20%-2.29%4.63%-0.13%
20115.24%1.00%-10.92%8.42%
20106.09%-7.70%8.45%9.35%
2009-6.34%8.07%10.03%3.33%
2008-4.55%-0.94%-5.33%-10.04%
20070.62%4.97%6.41%0.40%
20063.49%0.13%3.16%3.45%
2005-1.34%1.84%1.76%2.29%
20041.11%1.10%-0.99%7.25%
2003-0.76%9.71%1.97%8.85%
20021.41%-6.65%-9.21%5.53%
2001-17.38%7.28%-12.68%9.48%
20006.21%-2.31%-1.13%-12.59%
19991.04%2.67%-2.44%13.28%
19988.05%3.76%-4.66%14.70%
1997-1.79%11.48%3.64%4.14%
19961.64%3.65%3.03%2.80%
19956.16%6.81%4.48%4.77%
1994-3.37%-2.65%4.10%-0.07%
19932.12%0.91%1.79%0.59%
1992-3.43%1.37%4.77%3.62%
199110.17%-0.40%6.55%9.24%
1990-2.16%5.73%-6.17%6.56%
19893.15%7.92%4.28%2.81%
19884.38%3.57%0.45%1.50%

Rank in category (by total return)

YTD18
1-month44
3-month25
1-year14
3-year14
5-year31

Load adjusted returns

1-year26.21%
3-year12.35%
5-year10.42%
10-year8.79%