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Delaware Ivy Value R6 (IVALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.13-0.03 (-0.17%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.59%
5-year average return8.87%
Number of years up6
Number of years down3
Best 1-yr total return (4 July 2024)31.71%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return31.71%
Worst 3-yr total return5.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVALXCategory
YTD3.36%4.44%
1-month-0.59%-4.04%
3-month-4.94%4.09%
1-year7.19%14.37%
3-year4.44%6.04%
5-year9.32%9.20%
10-year7.60%8.57%
Last bull market20.12%22.97%
Last bear market-10.71%-11.27%

Annual total return (%) history

Year
IVALXCategory
2024
N/AN/A
2023
5.53%11.63%
2022
-4.57%-5.90%
2021
31.71%26.22%
2020
1.95%2.91%
2019
26.73%25.04%
2018
-6.94%-8.53%
2017
12.72%15.94%
2016
11.38%14.81%
2015
-3.70%-4.05%
2014
N/A10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.74%-4.94%N/AN/A
2023-1.25%3.05%-5.58%9.82%
20220.45%-10.71%-5.42%12.49%
202112.30%7.15%0.21%9.23%
2020-29.30%16.73%3.97%18.82%
20199.67%3.45%2.44%9.05%
2018-2.01%1.99%7.78%-13.61%
20173.58%2.60%0.86%5.17%
2016-2.50%0.80%5.94%6.98%
2015-2.08%1.99%-7.74%4.51%
20140.93%N/AN/AN/A

Rank in category (by total return)

YTD92
1-month52
3-month97
1-year94
3-year84
5-year61

Load adjusted returns

1-year7.19%
3-year4.44%
5-year9.32%
10-year7.60%