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Delaware Ivy Mid Cap Income Opps I (IVOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.91+0.01 (+0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.49%
5-year average return9.09%
Number of years up6
Number of years down3
Best 1-yr total return (27 June 2024)26.83%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return26.83%
Worst 3-yr total return5.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVOIXCategory
YTD5.51%21.28%
1-month3.58%-1.96%
3-month2.89%4.90%
1-year23.48%55.83%
3-year4.43%11.08%
5-year10.77%11.93%
10-year0.00%10.64%
Last bull market26.19%25.54%
Last bear market-12.12%-22.08%

Annual total return (%) history

Year
IVOIXCategory
2024
N/AN/A
2023
17.95%N/A
2022
-14.66%N/A
2021
25.77%N/A
2020
8.27%2.63%
2019
26.83%25.18%
2018
-4.25%-12.86%
2017
12.29%13.22%
2016
22.82%18.06%
2015
-3.25%-5.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.26%N/AN/AN/A
20234.91%4.81%-5.98%14.09%
2022-6.33%-12.12%-4.61%8.69%
202111.09%4.09%0.20%8.56%
2020-29.49%23.79%4.47%18.74%
201911.12%4.82%2.43%6.30%
20180.69%1.84%7.08%-12.80%
20172.50%0.04%3.01%6.31%
20167.15%5.72%2.20%6.08%
20153.37%-2.37%-6.97%3.05%

Rank in category (by total return)

YTD57
1-month44
3-month64
1-year50
3-year61
5-year52

Load adjusted returns

1-year23.48%
3-year4.43%
5-year10.77%
10-yearN/A