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Delaware Ivy Mid Cap Growth C (WMGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.20+0.17 (+0.89%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.84%
5-year average return9.36%
Number of years up16
Number of years down7
Best 1-yr total return (2 May 2024)47.36%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return47.36%
Worst 3-yr total return-1.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWMGCXCategory
YTD-0.05%10.80%
1-month-6.42%4.43%
3-month2.47%7.00%
1-year10.56%48.17%
3-year-4.08%21.26%
5-year8.88%20.18%
10-year9.81%14.07%
Last bull market30.50%27.14%
Last bear market-22.03%-21.26%

Annual total return (%) history

Year
WMGCXCategory
2024
N/AN/A
2023
19.07%N/A
2022
-31.21%N/A
2021
15.60%N/A
2020
47.28%39.26%
2019
36.93%32.52%
2018
-0.78%-6.65%
2017
26.05%23.91%
2016
5.30%6.03%
2015
-6.72%-0.95%
2014
7.05%7.00%
2013
28.75%34.93%
2012
12.26%14.07%
2011
-1.35%-3.96%
2010
28.89%24.61%
2009
47.36%39.11%
2008
-38.59%-43.77%
2007
12.05%15.09%
2006
7.54%9.00%
2005
11.14%9.84%
2004
18.04%13.23%
2003
29.17%35.96%
2002
-26.52%-27.24%
2001
-13.56%-19.98%
2000
N/A-4.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.80%N/AN/AN/A
202311.01%6.16%-11.31%13.93%
2022-14.39%-22.03%-2.64%5.87%
20211.67%8.97%-0.28%4.62%
2020-18.59%36.80%10.45%19.74%
201921.01%4.61%0.00%8.16%
20184.50%6.21%8.34%-17.48%
20176.54%5.47%4.93%6.91%
2016-0.89%2.52%4.03%-0.38%
20153.78%-0.77%-11.87%2.78%
20141.00%2.40%-2.39%6.04%
20139.05%0.65%9.81%6.83%
201212.86%-7.83%4.88%2.89%
20117.58%1.17%-19.78%12.98%
20106.10%-6.75%13.90%14.37%
2009-3.36%22.21%18.98%4.86%
2008-10.97%-2.15%-7.78%-23.56%
20072.97%7.05%2.02%-0.37%
20067.36%-5.04%1.13%4.30%
2005-4.64%4.96%6.50%4.26%
20043.14%5.30%-3.75%12.92%
2003-1.35%17.38%1.82%9.57%
2002-2.21%-15.59%-16.87%7.09%
2001-13.28%6.50%-16.55%12.14%
2000-7.77%N/AN/AN/A

Rank in category (by total return)

YTD79
1-month59
3-month61
1-year84
3-year69
5-year46

Load adjusted returns

1-year9.56%
3-year-4.08%
5-year8.88%
10-year9.81%