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Delaware Ivy Systematic Em Mkts Eq A (IPOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.42-0.03 (-0.16%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.36%
5-year average return2.85%
Number of years up17
Number of years down13
Best 1-yr total return (29 Apr 2024)69.32%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return69.32%
Worst 3-yr total return-8.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIPOAXCategory
YTD4.86%8.73%
1-month1.92%1.20%
3-month4.86%5.47%
1-year10.25%41.79%
3-year-7.61%11.48%
5-year3.25%12.18%
10-year4.35%4.39%
Last bull market20.63%17.73%
Last bear market-13.40%-25.55%

Annual total return (%) history

Year
IPOAXCategory
2024
N/AN/A
2023
10.81%N/A
2022
-27.31%N/A
2021
-4.67%N/A
2020
35.00%17.90%
2019
23.21%19.25%
2018
-19.83%-16.07%
2017
42.47%34.17%
2016
9.88%8.47%
2015
-12.01%-13.79%
2014
-0.06%-3.01%
2013
9.40%-0.14%
2012
16.78%18.15%
2011
-22.79%-19.86%
2010
12.15%19.26%
2009
69.32%73.81%
2008
-50.75%-54.44%
2007
42.43%36.68%
2006
34.48%32.06%
2005
23.01%31.54%
2004
16.79%23.54%
2003
52.85%55.19%
2002
-11.31%-6.05%
2001
-9.29%-3.83%
2000
-18.25%-30.33%
1999
46.72%70.56%
1998
-20.56%-25.36%
1997
-21.94%-2.90%
1996
20.36%13.36%
1995
1.69%-0.84%
1994
-24.88%-8.20%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.86%N/AN/AN/A
20235.40%1.32%-3.24%7.23%
2022-13.51%-13.40%-10.30%8.19%
20212.11%5.38%-8.89%-2.76%
2020-23.93%27.23%15.26%21.02%
201914.12%-0.21%-4.87%13.73%
20182.52%-12.45%-2.91%-7.99%
201714.60%5.78%11.49%5.41%
20160.97%3.97%10.76%-5.50%
20153.89%4.05%-20.07%1.84%
2014-3.40%5.25%-3.03%1.37%
2013-3.00%-6.05%6.75%12.46%
201213.29%-7.22%4.24%6.58%
20111.38%0.18%-26.75%3.80%
2010-0.40%-5.73%13.37%5.36%
20090.68%39.62%13.10%6.50%
2008-19.03%-6.42%-23.48%-15.05%
20070.89%14.02%20.23%2.98%
200610.66%-2.30%4.79%18.70%
2005-0.28%3.11%12.07%6.76%
20044.83%-9.21%6.00%15.78%
2003-3.69%13.24%15.23%21.63%
20026.85%-3.20%-16.40%2.58%
2001-7.01%-2.90%-23.13%30.69%
20004.04%-3.15%-9.54%-10.31%
1999-0.63%40.73%-8.06%14.11%
1998-0.37%-29.46%-9.91%25.48%
1997-3.40%17.29%-1.29%-30.21%
19968.60%0.86%-0.64%10.59%
1995-3.19%5.36%4.42%-4.53%
1994-17.33%-1.18%8.07%-14.93%

Rank in category (by total return)

YTD18
1-month57
3-month18
1-year46
3-year77
5-year43

Load adjusted returns

1-year3.91%
3-year-9.42%
5-year2.04%
10-year3.73%