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Delaware Ivy Core Equity Fund Class R6 (ICEQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.85+0.08 (+0.37%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.72%
5-year average return16.31%
Number of years up6
Number of years down3
Best 1-yr total return (24 June 2024)31.49%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return31.49%
Worst 3-yr total return6.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnICEQXCategory
YTD13.73%5.31%
1-month5.14%-4.19%
3-month4.62%3.90%
1-year31.70%20.31%
3-year10.00%6.48%
5-year17.21%11.78%
10-year11.89%10.96%
Last bull market29.41%25.56%
Last bear market-15.25%-15.11%

Annual total return (%) history

Year
ICEQXCategory
2024
N/AN/A
2023
23.85%22.32%
2022
-17.13%-16.96%
2021
29.44%26.07%
2020
22.19%15.83%
2019
31.49%28.78%
2018
-4.18%-6.27%
2017
20.88%20.44%
2016
3.84%10.37%
2015
-0.34%-1.07%
2014
N/A10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.87%N/AN/AN/A
20236.23%8.12%-4.17%12.53%
2022-5.92%-15.25%-3.77%7.99%
20216.61%7.93%1.96%10.34%
2020-17.63%20.44%9.72%12.26%
201911.92%5.62%2.97%8.02%
20181.16%4.30%6.10%-14.41%
20174.74%1.53%6.88%6.36%
2016-1.88%1.42%4.56%-0.20%
20151.69%-0.51%-7.94%7.01%
20142.98%N/AN/AN/A

Rank in category (by total return)

YTD9
1-month19
3-month15
1-year9
3-year14
5-year4

Load adjusted returns

1-year31.70%
3-year10.00%
5-year17.21%
10-year11.89%