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Delaware Ivy Mid Cap Growth Fund Class B (WMGBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.04-0.04 (-0.13%)
As of 08:01PM EDT. Market open.

Performance overview

Morningstar return rating★★★★
Year-to-date return12.55%
5-year average return8.80%
Number of years up14
Number of years down6
Best 1-yr total return (3 Feb 2019)47.07%
Worst 1-yr total return (3 Feb 2019)-38.90%
Best 3-yr total return47.07%
Worst 3-yr total return-9.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWMGBXCategory
YTD12.85%10.80%
1-month-4.73%4.43%
3-month-1.31%7.00%
1-year17.30%48.17%
3-year29.22%21.26%
5-year19.97%20.18%
10-year15.42%14.07%
Last bull market24.71%27.14%
Last bear market-20.99%-21.26%

Annual total return (%) history

Year
WMGBXCategory
2021
N/AN/A
2020
47.07%39.26%
2019
36.78%32.52%
2018
-0.95%-6.65%
2017
25.98%23.91%
2016
5.23%6.03%
2015
-6.71%-0.95%
2014
6.95%7.00%
2013
28.67%34.93%
2012
12.09%14.07%
2011
-1.54%-3.96%
2010
28.48%24.61%
2009
46.72%39.11%
2008
-38.90%-43.77%
2007
11.82%15.09%
2006
7.25%9.00%
2005
10.73%9.84%
2004
17.43%13.23%
2003
29.03%35.96%
2002
-27.05%-27.24%
2001
-13.85%-19.98%
2000
N/A-4.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20211.62%8.95%-0.34%N/A
2020-18.64%36.82%10.35%19.72%
201920.94%4.57%0.00%8.15%
20184.48%6.12%8.33%-17.53%
20176.44%5.52%4.84%6.98%
2016-0.94%2.47%4.09%-0.40%
20153.77%-0.76%-11.88%2.80%
20140.94%2.36%-2.36%6.01%
20139.01%0.62%9.79%6.84%
201212.85%-7.92%4.89%2.83%
20117.54%1.16%-19.89%12.99%
20105.98%-6.76%13.73%14.32%
2009-3.46%22.15%18.76%4.77%
2008-10.95%-2.21%-7.98%-23.75%
20072.87%7.06%1.92%-0.38%
20067.34%-5.06%0.98%4.23%
2005-4.71%4.84%6.43%4.15%
20043.06%5.14%-3.80%12.66%
2003-1.37%17.26%1.97%9.41%
2002-2.33%-15.78%-16.98%6.82%
2001-13.37%6.28%-16.60%12.19%
2000-7.76%N/AN/AN/A

Rank in category (by total return)

YTD54
1-month73
3-month88
1-year47
3-year21
5-year14

Load adjusted returns

1-year35.33%
3-year28.95%
5-year24.93%
10-year15.96%