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Delaware Ivy Value Y (IYVYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.70-0.04 (-0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.83%
5-year average return8.58%
Number of years up15
Number of years down5
Best 1-yr total return (1 July 2024)34.53%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return34.53%
Worst 3-yr total return4.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIYVYXCategory
YTD3.85%4.44%
1-month0.53%-4.04%
3-month0.49%4.09%
1-year13.27%14.37%
3-year3.75%6.04%
5-year10.47%9.20%
10-year7.41%8.57%
Last bull market19.87%22.97%
Last bear market-10.76%-11.27%

Annual total return (%) history

Year
IYVYXCategory
2024
N/AN/A
2023
5.16%11.63%
2022
-4.94%-5.90%
2021
31.25%26.22%
2020
1.19%2.91%
2019
26.18%25.04%
2018
-7.29%-8.53%
2017
12.15%15.94%
2016
10.89%14.81%
2015
-4.07%-4.05%
2014
10.64%10.21%
2013
34.53%31.21%
2012
18.48%14.57%
2011
-7.05%-0.75%
2010
17.96%13.66%
2009
26.67%24.13%
2008
-33.84%-37.09%
2007
1.25%1.42%
2006
16.50%18.15%
2005
4.26%5.95%
2004
14.22%12.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.62%-4.99%N/AN/A
2023-1.34%2.97%-5.64%9.70%
20220.29%-10.76%-5.50%12.40%
202112.19%7.00%0.14%9.17%
2020-29.57%16.54%3.83%18.74%
20199.57%3.30%2.32%8.95%
2018-2.10%1.88%7.70%-13.70%
20173.46%2.47%0.72%5.02%
2016-2.61%0.73%5.83%6.82%
2015-2.17%1.88%-7.79%4.37%
20142.27%3.86%3.35%0.79%
201312.26%4.43%3.67%10.69%
201213.89%-5.03%6.35%3.00%
20115.76%-1.33%-19.69%10.91%
20108.04%-10.78%8.63%12.65%
2009-13.11%17.52%19.75%3.59%
2008-9.05%-2.51%-8.36%-18.58%
20071.87%6.14%-1.30%-5.13%
20063.85%-1.03%5.37%7.58%
20050.26%1.41%1.90%0.63%
20042.76%1.82%-1.21%10.49%

Rank in category (by total return)

YTD93
1-month99
3-month96
1-year96
3-year89
5-year70

Load adjusted returns

1-year13.27%
3-year3.75%
5-year10.47%
10-year7.41%