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Delaware Ivy Mid Cap Income Opps A (IVOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.90+0.01 (+0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.42%
5-year average return8.70%
Number of years up6
Number of years down3
Best 1-yr total return (27 June 2024)26.31%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return26.31%
Worst 3-yr total return4.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVOAXCategory
YTD5.45%21.28%
1-month3.59%-1.96%
3-month2.82%4.90%
1-year23.14%55.83%
3-year4.12%11.08%
5-year10.37%11.93%
10-year0.00%10.64%
Last bull market25.99%25.54%
Last bear market-12.21%-22.08%

Annual total return (%) history

Year
IVOAXCategory
2024
N/AN/A
2023
17.62%N/A
2022
-14.94%N/A
2021
25.28%N/A
2020
7.81%2.63%
2019
26.31%25.18%
2018
-4.54%-12.86%
2017
11.96%13.22%
2016
22.38%18.06%
2015
-3.54%-5.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.19%N/AN/AN/A
20234.85%4.75%-6.04%13.97%
2022-6.39%-12.21%-4.64%8.54%
202110.94%4.05%0.10%8.42%
2020-29.52%23.59%4.36%18.59%
201911.06%4.72%2.33%6.13%
20180.62%1.77%7.02%-12.89%
20172.43%0.00%2.89%6.24%
20167.05%5.67%2.04%6.02%
20153.20%-2.35%-7.14%3.07%

Rank in category (by total return)

YTD58
1-month44
3-month67
1-year51
3-year67
5-year57

Load adjusted returns

1-year16.06%
3-year2.08%
5-year9.07%
10-yearN/A