Nasdaq - Delayed Quote • USD
Delaware International Equity Instl (DEQIX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.32% |
| 5y Average Return | 3.02% |
| Number of Years Up | 23 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Apr 23, 2024) | 36.38% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 36.38% |
| Worst 3Y Total Return | -1.83% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
DEQIX
Category
- YTD
- 4.65%
- 9.07%
- 1-Month
- 3.37%
- -1.09%
- 3-Month
- 4.65%
- 5.12%
- 1-Year
- 6.02%
- 33.76%
- 3-Year
- 1.46%
- 8.50%
- 5-Year
- 3.87%
- 10.08%
- 10-Year
- 2.79%
- 5.80%
- Last Bull Market
- 27.22%
- 14.90%
- Last Bear Market
- -12.51%
- -23.70%
Annual Total Return (%) History
Year
DEQIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.65% | -- | -- | -- |
| 2023 | 12.12% | 3.85% | -8.18% | 6.24% |
| 2022 | -7.94% | -12.51% | -11.67% | 16.62% |
| 2021 | 0.72% | 8.90% | -4.11% | 1.43% |
| 2020 | -17.03% | 10.18% | 6.01% | 10.32% |
| 2019 | 10.99% | 3.23% | -0.21% | 4.35% |
| 2018 | -2.04% | -4.23% | 0.82% | -13.04% |
| 2017 | 6.46% | 7.01% | 5.47% | 2.11% |
| 2016 | -1.82% | 0.72% | 7.03% | -0.74% |
| 2015 | 5.79% | 0.81% | -8.59% | 3.28% |
| 2014 | -0.49% | 5.63% | -6.66% | -6.79% |
| 2013 | 6.53% | -2.31% | 11.40% | 5.79% |
| 2012 | 11.24% | -7.69% | 6.36% | 5.39% |
| 2011 | 7.60% | 2.33% | -25.18% | 4.44% |
| 2010 | 2.02% | -13.19% | 17.68% | 5.56% |
| 2009 | -11.61% | 22.15% | 20.96% | 4.43% |
| 2008 | -8.37% | -6.44% | -16.73% | -19.21% |
| 2007 | 3.97% | 6.90% | -2.02% | -3.64% |
| 2006 | 8.06% | -1.17% | 4.99% | 9.94% |
| 2005 | 0.71% | -0.06% | 8.83% | 2.42% |
| 2004 | 1.90% | 1.52% | 2.52% | 13.73% |
| 2003 | -6.24% | 22.04% | 4.09% | 17.86% |
| 2002 | 4.07% | 0.80% | -19.24% | 5.68% |
| 2001 | -9.50% | 1.93% | -12.79% | 8.72% |
| 2000 | -5.93% | 5.68% | -7.64% | 7.99% |
| 1999 | 1.82% | 5.18% | -2.87% | 9.62% |
| 1998 | 12.22% | -0.56% | -13.69% | 13.53% |
| 1997 | 2.94% | 9.05% | 0.94% | -7.68% |
| 1996 | 5.86% | 3.39% | 2.62% | 7.38% |
| 1995 | 2.02% | 1.72% | 4.50% | 3.05% |
| 1994 | 1.26% | 1.34% | 1.40% | -1.95% |
| 1993 | 9.33% | 1.73% | 6.82% | 8.14% |
Rank in Category (By Total Return)
| YTD | 66 |
| 1-Month | 39 |
| 3-Month | 66 |
| 1-Year | 98 |
| 3-Year | 78 |
| 5-Year | 94 |
Load Adjusted Returns
| 1-Year | 6.02% |
| 3-Year | 1.46% |
| 5-Year | 3.87% |
| 10-Year | 2.79% |
Performance & Risk
| YTD Return | 2.32% |
| 5y Average Return | 3.02% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Fund Overview
| Category | Foreign Large Blend |
| Fund Family | Delaware Funds by Macquarie |
| Net Assets | 265.57M |
| YTD Return | 4.65% |
| Yield | 1.30% |
| Morningstar Rating | |
| Inception Date | Nov 29, 1995 |
Fund Summary
The fund invests primarily in equity securities that provide the potential for capital appreciation. Under normal circumstances, it will invest at least 65% of its total assets in equity securities of issuers that are organized, have a majority of their assets, or generate the majority of their operating income outside the United States. The fund may invest more than 25% of its total assets in the securities of issuers located in the same country. It is non-diversified.
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