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Delaware Ivy Wilshire Glbl Allocation A (IWGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.77+0.07 (+0.91%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.36%
5-year average return5.47%
Number of years up20
Number of years down8
Best 1-yr total return (2 May 2024)25.25%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return25.25%
Worst 3-yr total return-5.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIWGAXCategory
YTD1.63%8.60%
1-month-3.41%0.11%
3-month1.76%4.82%
1-year8.06%25.33%
3-year0.60%8.02%
5-year5.14%8.06%
10-year2.96%6.03%
Last bull market16.77%13.54%
Last bear market-10.94%-13.20%

Annual total return (%) history

Year
IWGAXCategory
2024
N/AN/A
2023
12.42%N/A
2022
-14.51%N/A
2021
11.26%N/A
2020
10.88%6.18%
2019
18.16%16.10%
2018
-7.58%-8.26%
2017
15.92%14.79%
2016
-2.70%6.04%
2015
-8.22%-4.15%
2014
-5.27%1.54%
2013
25.25%10.07%
2012
18.91%10.74%
2011
-8.26%-3.99%
2010
8.90%10.58%
2009
24.91%24.37%
2008
-25.93%-28.98%
2007
43.61%11.39%
2006
20.26%16.61%
2005
23.67%6.56%
2004
13.04%15.24%
2003
10.93%25.32%
2002
3.28%-2.16%
2001
-10.70%-3.23%
2000
21.35%0.23%
1999
21.85%21.83%
1998
9.26%9.68%
1997
12.14%13.17%
1996
5.40%14.59%
1995
N/A16.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.22%N/AN/AN/A
20234.19%3.08%-3.59%8.57%
2022-6.06%-10.94%-5.95%8.65%
20213.60%5.43%-1.44%3.36%
2020-17.55%15.12%5.23%11.01%
20198.36%2.53%0.49%5.84%
2018-0.35%-0.47%1.77%-8.44%
20175.55%2.63%3.61%3.28%
2016-3.80%1.28%1.51%-1.61%
20151.46%-1.44%-10.70%2.77%
2014-1.36%0.52%-4.20%-0.27%
20134.57%-0.78%9.89%9.85%
201213.95%-7.05%7.14%4.79%
20114.07%2.78%-19.34%6.33%
20100.46%-8.17%10.03%7.29%
20093.31%3.06%13.38%3.47%
2008-1.57%1.68%-18.47%-9.21%
20073.40%8.73%13.39%12.67%
200612.03%3.35%-2.22%6.22%
20052.37%0.77%15.73%3.58%
20043.24%-3.36%3.85%9.10%
2003-1.28%4.30%0.94%6.74%
20021.96%0.96%-1.12%1.46%
2001-7.55%-1.40%0.79%-2.80%
200015.10%-0.13%1.20%4.32%
19990.54%5.59%-0.26%15.07%
19987.38%4.07%-3.16%0.96%
1997-4.82%11.92%5.62%-0.33%
1996-0.38%2.29%-0.93%4.40%
19953.98%4.81%-1.42%N/A

Rank in category (by total return)

YTD43
1-month74
3-month46
1-year48
3-year55
5-year35

Load adjusted returns

1-year1.85%
3-year-1.37%
5-year3.90%
10-year2.36%