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Delaware Ivy Large Cap Growth Fund I (IYGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.83+0.07 (+0.19%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.33%
5-year average return16.89%
Number of years up14
Number of years down2
Best 1-yr total return (19 June 2024)38.17%
Worst 1-yr total return (19 June 2024)N/A
Best 3-yr total return38.17%
Worst 3-yr total return6.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIYGIXCategory
YTD9.53%12.38%
1-month4.88%5.09%
3-month1.67%10.28%
1-year25.75%41.70%
3-year9.84%22.56%
5-year17.46%21.98%
10-year15.13%15.99%
Last bull market25.62%25.99%
Last bear market-19.52%-17.29%

Annual total return (%) history

Year
IYGIXCategory
2024
N/AN/A
2023
38.17%N/A
2022
-26.77%N/A
2021
30.53%N/A
2020
31.19%35.86%
2019
36.86%31.90%
2018
2.41%-2.09%
2017
29.37%27.67%
2016
1.38%3.23%
2015
7.05%3.60%
2014
11.64%10.00%
2013
35.85%33.92%
2012
10.80%15.34%
2011
2.18%-2.46%
2010
14.36%15.53%
2009
24.82%35.68%
2008
-38.00%-40.67%
2007
N/A13.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.71%N/AN/AN/A
202312.92%12.86%-4.22%13.19%
2022-9.14%-19.52%-4.81%5.20%
20211.48%13.53%1.26%11.88%
2020-13.13%25.53%10.95%8.43%
201915.98%6.93%1.98%8.21%
20184.20%6.01%8.68%-14.70%
20178.89%3.88%7.72%6.17%
2016-3.51%-0.71%7.00%-1.10%
20155.18%0.25%-5.41%7.34%
2014-0.27%4.79%1.74%5.01%
20138.81%0.74%11.14%11.53%
201214.43%-6.95%5.12%-1.01%
20114.82%1.22%-13.48%11.31%
20104.03%-11.88%11.70%11.68%
2009-5.11%11.11%11.72%5.98%
2008-11.39%-0.30%-11.55%-20.66%
200715.97%3.38%N/AN/A

Rank in category (by total return)

YTD72
1-month57
3-month64
1-year80
3-year19
5-year24

Load adjusted returns

1-year25.75%
3-year9.84%
5-year17.46%
10-year15.13%