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Delaware Ivy Global Growth Fund Class R (IYIGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.18+0.28 (+0.80%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.57%
5-year average return10.80%
Number of years up8
Number of years down3
Best 1-yr total return (2 July 2024)25.22%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return25.22%
Worst 3-yr total return-0.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIYIGXCategory
YTD14.84%9.95%
1-month2.30%2.98%
3-month3.37%8.22%
1-year23.24%40.81%
3-year5.67%19.17%
5-year10.92%18.49%
10-year7.96%11.83%
Last bull market24.56%21.12%
Last bear market-14.52%-20.34%

Annual total return (%) history

Year
IYIGXCategory
2024
N/AN/A
2023
18.77%N/A
2022
-17.67%N/A
2021
16.98%N/A
2020
20.14%32.67%
2019
25.22%30.40%
2018
-6.52%-7.79%
2017
24.06%30.22%
2016
-3.62%2.42%
2015
2.82%1.26%
2014
0.39%2.65%
2013
18.54%26.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.10%3.37%N/AN/A
20235.45%4.95%-2.51%10.08%
2022-8.86%-14.52%-7.19%13.87%
20214.05%7.00%-1.04%6.17%
2020-20.55%22.32%8.81%13.61%
201912.96%4.17%-1.44%7.97%
20182.70%2.93%5.17%-15.92%
20178.35%3.68%6.00%4.18%
2016-3.77%-2.58%5.73%-2.76%
20155.62%-0.89%-8.19%6.98%
20140.96%5.04%-5.07%-0.27%
20132.28%-0.87%8.76%7.50%

Rank in category (by total return)

YTD26
1-month50
3-month30
1-year26
3-year19
5-year48

Load adjusted returns

1-year23.24%
3-year5.67%
5-year10.92%
10-year7.96%