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Delaware Ivy Mid Cap Growth A (WMGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.47+0.34 (+1.25%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.41%
5-year average return10.57%
Number of years up16
Number of years down7
Best 1-yr total return (5 May 2024)48.43%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return48.43%
Worst 3-yr total return-1.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWMGAXCategory
YTD0.19%10.80%
1-month-6.39%4.43%
3-month2.65%7.00%
1-year11.34%48.17%
3-year-3.33%21.26%
5-year9.71%20.18%
10-year10.63%14.07%
Last bull market30.97%27.14%
Last bear market-21.85%-21.26%

Annual total return (%) history

Year
WMGAXCategory
2024
N/AN/A
2023
19.97%N/A
2022
-30.67%N/A
2021
16.52%N/A
2020
48.43%39.26%
2019
37.96%32.52%
2018
-0.10%-6.65%
2017
27.00%23.91%
2016
6.03%6.03%
2015
-6.08%-0.95%
2014
7.86%7.00%
2013
29.68%34.93%
2012
13.11%14.07%
2011
-0.61%-3.96%
2010
29.70%24.61%
2009
48.19%39.11%
2008
-38.09%-43.77%
2007
12.85%15.09%
2006
8.38%9.00%
2005
11.96%9.84%
2004
18.89%13.23%
2003
30.42%35.96%
2002
-25.84%-27.24%
2001
-12.71%-19.98%
2000
N/A-4.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.03%N/AN/AN/A
202311.23%6.31%-11.12%14.14%
2022-14.25%-21.85%-2.42%6.02%
20211.85%9.17%-0.07%4.88%
2020-18.45%37.07%10.64%20.01%
201921.24%4.78%0.23%8.35%
20184.67%6.38%8.54%-17.34%
20176.72%5.72%5.05%7.16%
2016-0.73%2.69%4.26%-0.24%
20153.90%-0.60%-11.68%2.96%
20141.21%2.52%-2.16%6.26%
20139.29%0.84%9.95%7.02%
201213.12%-7.68%5.06%3.09%
20117.81%1.36%-19.67%13.22%
20106.25%-6.52%14.03%14.53%
2009-3.27%22.40%19.26%4.96%
2008-10.76%-1.96%-7.67%-23.36%
20073.15%7.26%2.21%-0.21%
20067.61%-4.85%1.25%4.53%
2005-4.40%5.11%6.67%4.46%
20043.41%5.50%-3.65%13.10%
2003-1.04%17.54%2.17%9.74%
2002-1.98%-15.49%-16.60%7.34%
2001-12.99%6.70%-16.36%12.41%
200017.00%-7.54%N/AN/A

Rank in category (by total return)

YTD75
1-month58
3-month59
1-year81
3-year62
5-year28

Load adjusted returns

1-year4.94%
3-year-5.22%
5-year8.42%
10-year9.98%