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Delaware Ivy Mid Cap Growth I (IYMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.33+0.27 (+0.87%)
At close: 06:06PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.66%
5-year average return10.35%
Number of years up12
Number of years down4
Best 1-yr total return (30 Apr 2024)49.01%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return49.01%
Worst 3-yr total return-0.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIYMIXCategory
YTD7.08%10.80%
1-month2.49%4.43%
3-month7.08%7.00%
1-year15.74%48.17%
3-year0.91%21.26%
5-year12.25%20.18%
10-year11.44%14.07%
Last bull market40.56%27.14%
Last bear market-21.78%-21.26%

Annual total return (%) history

Year
IYMIXCategory
2024
N/AN/A
2023
20.31%N/A
2022
-30.43%N/A
2021
16.90%N/A
2020
49.00%39.26%
2019
38.48%32.52%
2018
0.28%-6.65%
2017
27.31%23.91%
2016
6.37%6.03%
2015
-5.80%-0.95%
2014
8.20%7.00%
2013
30.12%34.93%
2012
13.45%14.07%
2011
-0.31%-3.96%
2010
30.38%24.61%
2009
49.01%39.11%
2008
-37.80%-43.77%
2007
N/A15.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.08%N/AN/AN/A
202311.30%6.40%-11.09%14.25%
2022-14.16%-21.78%-2.36%6.10%
20211.94%9.28%0.00%4.94%
2020-18.33%37.20%10.75%20.08%
201921.29%4.91%0.35%8.46%
20184.74%6.47%8.62%-17.21%
20176.77%5.76%5.15%7.22%
2016-0.64%2.78%4.30%-0.13%
20153.99%-0.52%-11.61%3.02%
20141.28%2.60%-2.10%6.36%
20139.35%0.90%10.11%7.11%
201213.23%-7.62%5.18%3.12%
20117.86%1.42%-19.54%13.28%
20106.34%-6.38%14.15%14.73%
2009-3.19%22.70%19.33%5.12%
2008-10.66%-1.84%-7.56%-23.27%
20072.31%-0.07%N/AN/A

Rank in category (by total return)

YTD77
1-month54
3-month77
1-year87
3-year62
5-year23

Load adjusted returns

1-year15.74%
3-year0.91%
5-year12.25%
10-year11.44%