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Delaware Ivy Mid Cap Income Opps R (IVORX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.21+0.07 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.45%
5-year average return9.87%
Number of years up6
Number of years down3
Best 1-yr total return (2 Oct 2024)25.90%
Worst 1-yr total return (2 Oct 2024)N/A
Best 3-yr total return25.90%
Worst 3-yr total return4.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVORXCategory
YTD12.15%21.28%
1-month2.22%-1.96%
3-month8.61%4.90%
1-year27.74%55.83%
3-year6.53%11.08%
5-year9.68%11.93%
10-year0.00%10.64%
Last bull market25.94%25.54%
Last bear market-12.28%-22.08%

Annual total return (%) history

Year
IVORXCategory
2024
N/AN/A
2023
17.37%N/A
2022
-15.26%N/A
2021
24.86%N/A
2020
7.46%2.63%
2019
25.90%25.18%
2018
-4.86%-12.86%
2017
11.56%13.22%
2016
21.93%18.06%
2015
-4.00%-5.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.15%-3.64%8.61%N/A
20234.80%4.64%-6.03%13.90%
2022-6.53%-12.28%-4.73%8.49%
202110.86%3.90%0.00%8.40%
2020-29.60%23.57%4.27%18.47%
201911.00%4.66%2.18%6.06%
20180.53%1.69%6.94%-12.98%
20172.26%-0.07%2.91%6.08%
20166.95%5.50%1.93%6.01%
20153.09%-2.48%-7.25%2.95%

Rank in category (by total return)

YTD61
1-month11
3-month57
1-year33
3-year76
5-year69

Load adjusted returns

1-year27.74%
3-year6.53%
5-year9.68%
10-yearN/A