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Delaware Real Estate Securities C (IRSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.17-0.02 (-0.14%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.82%
5-year average return2.64%
Number of years up15
Number of years down5
Best 1-yr total return (25 June 2024)42.28%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return42.28%
Worst 3-yr total return0.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIRSCXCategory
YTD-4.27%20.43%
1-month3.92%2.69%
3-month-2.87%11.34%
1-year4.90%36.79%
3-year-2.51%10.81%
5-year2.55%7.03%
10-year4.25%9.08%
Last bull market16.41%31.03%
Last bear market-17.36%-16.60%

Annual total return (%) history

Year
IRSCXCategory
2024
N/AN/A
2023
8.90%N/A
2022
-25.86%N/A
2021
42.28%N/A
2020
-4.27%-4.49%
2019
23.24%27.28%
2018
-6.39%-5.97%
2017
4.43%6.22%
2016
3.32%6.89%
2015
3.75%2.41%
2014
28.77%28.03%
2013
0.01%1.55%
2012
16.39%17.60%
2011
4.05%7.51%
2010
27.11%27.08%
2009
22.06%31.26%
2008
-36.95%-39.55%
2007
-17.16%-14.66%
2006
28.76%33.58%
2005
9.57%11.51%
2004
33.56%32.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.66%N/AN/AN/A
20232.33%1.72%-7.47%13.07%
2022-4.02%-17.36%-10.03%3.89%
20218.60%12.61%0.88%15.32%
2020-21.84%10.35%1.83%9.01%
201914.66%0.48%7.31%-0.32%
2018-7.40%7.20%0.47%-6.15%
2017-0.04%2.67%-0.04%1.79%
20164.03%6.11%-2.65%-3.85%
20155.13%-10.72%3.18%7.14%
20148.93%6.74%-3.08%14.26%
20135.88%-2.09%-3.01%-0.54%
201210.52%2.71%0.28%2.25%
20115.47%3.22%-16.84%14.93%
20109.82%-4.46%12.81%7.38%
2009-30.66%25.56%29.36%8.38%
20080.44%-4.89%4.65%-36.93%
20072.52%-9.34%1.87%-12.51%
200612.67%-1.04%7.11%7.82%
2005-6.75%12.31%2.71%1.86%
200412.00%-5.83%7.83%17.44%

Rank in category (by total return)

YTD67
1-month74
3-month93
1-year91
3-year82
5-year65

Load adjusted returns

1-year3.96%
3-year-2.51%
5-year2.55%
10-year4.25%