Nasdaq - Delayed Quote USD

Delaware Global Real Estate Opportunities Fund Institutional Class (DGROX)

6.63 0.00 (0.00%)
At close: December 31 at 8:00 PM EST

Performance Overview

Morningstar Return Rating 3
YTD Return 10.73%
5y Average Return 6.62%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Feb 4, 2019) 30.67%
Worst 1Y Total Return (Feb 4, 2019) -46.33%
Best 3Y Total Return 30.67%
Worst 3Y Total Return -5.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DGROX
Category
YTD
-19.99%
14.32%
1-Month
1.48%
0.73%
3-Month
8.01%
8.73%
1-Year
-15.61%
32.33%
3-Year
-2.06%
7.75%
5-Year
1.32%
6.57%
10-Year
6.81%
6.49%
Last Bull Market
23.52%
23.44%
Last Bear Market
-17.86%
-20.52%

Annual Total Return (%) History

Year
DGROX
Category
2020
--
-5.43%
2019
20.83%
23.45%
2018
-6.07%
-7.11%
2017
8.92%
15.12%
2016
4.18%
1.97%
2015
-0.18%
-0.92%
2014
16.21%
11.67%
2013
4.46%
2.92%

2012
29.16%
31.78%
2011
-3.86%
-10.10%
2010
19.64%
17.22%
2009
30.67%
37.01%
2008
-46.33%
-46.63%
2007
--
-7.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -25.93% 8.01% -- --
2019 13.27% 1.13% 4.08% 1.34%
2018 -4.40% 4.35% 1.02% -6.79%
2017 1.34% 3.87% 0.20% 3.26%
2016 3.86% 5.08% 0.77% -5.27%
2015 3.67% -7.06% -0.11% 3.73%
2014 4.69% 7.13% -3.93% 7.85%
2013 6.06% -3.20% 1.34% 0.40%
2012 11.90% 2.70% 4.56% 7.49%
2011 3.15% 3.95% -16.58% 7.49%

2010 3.43% -7.23% 17.89% 5.76%
2009 -21.32% 31.78% 21.99% 3.32%
2008 -7.61% -8.10% -8.35% -31.03%
2007 -4.55% 4.05% -8.94% --

Rank in Category (By Total Return)

YTD 63
1-Month 86
3-Month 93
1-Year 75
3-Year 86
5-Year 64

Load Adjusted Returns

1-Year -15.61%
3-Year -2.06%
5-Year 1.32%
10-Year 6.81%

Performance & Risk

YTD Return 10.73%
5y Average Return 6.62%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category Global Real Estate
Fund Family Delaware Funds by Macquarie
Net Assets 41.46M
YTD Return -19.99%
Yield 3.49%
Morningstar Rating
Inception Date Jan 10, 2007

Fund Summary

The investment seeks maximum long-term total return through a combination of current income and capital appreciation. The fund will normally invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in U.S. and non-U.S. real estate and real estate-related issuers. It invests primarily in REITs and other equity securities. The fund will invest at least 40% of its total assets in securities of non-U.S. issuers, unless market conditions are not deemed favorable by the portfolio manager, in which case the fund would invest at least 30% of its net assets in securities of non-U.S. issuers. It is non-diversified.

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