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Delaware Ivy Balanced Fund Class Y (IBNYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.17-0.10 (-0.45%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.14%
5-year average return8.98%
Number of years up16
Number of years down4
Best 1-yr total return (15 May 2024)23.27%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return23.27%
Worst 3-yr total return2.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIBNYXCategory
YTD3.45%9.69%
1-month-3.68%0.91%
3-month2.08%5.21%
1-year13.88%27.06%
3-year2.57%11.00%
5-year7.70%10.26%
10-year6.66%8.34%
Last bull market21.13%15.58%
Last bear market-12.00%-12.16%

Annual total return (%) history

Year
IBNYXCategory
2024
N/AN/A
2023
16.20%N/A
2022
-16.09%N/A
2021
16.23%N/A
2020
14.34%11.72%
2019
22.12%19.23%
2018
-3.34%-5.76%
2017
11.38%13.21%
2016
2.01%7.34%
2015
-0.41%-1.93%
2014
7.29%6.21%
2013
23.27%16.48%
2012
11.51%11.72%
2011
2.71%-0.11%
2010
16.23%11.83%
2009
15.22%24.13%
2008
-19.37%-28.00%
2007
12.96%5.99%
2006
10.75%11.29%
2005
4.78%5.13%
2004
8.76%8.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.40%N/AN/AN/A
20234.56%4.70%-3.95%10.50%
2022-5.95%-12.00%-3.61%5.18%
20214.52%5.88%-1.16%6.27%
2020-16.32%15.62%5.77%11.74%
20199.36%3.06%1.36%6.90%
2018-0.48%2.14%4.68%-9.16%
20174.14%1.70%1.26%3.85%
2016-2.09%1.89%2.64%-0.38%
20152.60%-0.80%-6.52%4.68%
20140.89%4.40%-1.32%3.22%
20137.30%1.32%6.24%6.73%
20129.21%-2.29%4.63%-0.11%
20115.25%1.02%-10.92%8.44%
20106.11%-7.68%8.47%9.38%
2009-6.32%8.10%10.07%3.37%
2008-4.52%-0.91%-5.31%-10.00%
20070.65%5.00%6.44%0.42%
20063.53%0.16%3.20%3.49%
2005-1.28%1.88%1.80%2.34%
20041.14%1.14%-0.87%7.25%

Rank in category (by total return)

YTD14
1-month84
3-month24
1-year15
3-year33
5-year20

Load adjusted returns

1-year13.88%
3-year2.57%
5-year7.70%
10-year6.66%