Nasdaq - Delayed Quote • USD
Delaware Ivy Mid Cap Growth A (WMGAX)
At close: 6:46 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.95% |
| 5y Average Return | 10.00% |
| Number of Years Up | 16 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 25, 2024) | 48.43% |
| Worst 1Y Total Return (Apr 25, 2024) | -- |
| Best 3Y Total Return | 48.43% |
| Worst 3Y Total Return | -1.04% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WMGAX
Category
- YTD
- 7.03%
- 10.80%
- 1-Month
- 2.47%
- 4.43%
- 3-Month
- 7.03%
- 7.00%
- 1-Year
- 15.44%
- 48.17%
- 3-Year
- 0.61%
- 21.26%
- 5-Year
- 11.87%
- 20.18%
- 10-Year
- 11.08%
- 14.07%
- Last Bull Market
- 40.15%
- 27.14%
- Last Bear Market
- -21.85%
- -21.26%
Annual Total Return (%) History
Year
WMGAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.03% | -- | -- | -- |
| 2023 | 11.23% | 6.31% | -11.12% | 14.14% |
| 2022 | -14.25% | -21.85% | -2.42% | 6.02% |
| 2021 | 1.85% | 9.17% | -0.07% | 4.88% |
| 2020 | -18.45% | 37.07% | 10.64% | 20.01% |
| 2019 | 21.24% | 4.78% | 0.23% | 8.35% |
| 2018 | 4.67% | 6.38% | 8.54% | -17.34% |
| 2017 | 6.72% | 5.72% | 5.05% | 7.16% |
| 2016 | -0.73% | 2.69% | 4.26% | -0.24% |
| 2015 | 3.90% | -0.60% | -11.68% | 2.96% |
| 2014 | 1.21% | 2.52% | -2.16% | 6.26% |
| 2013 | 9.29% | 0.84% | 9.95% | 7.02% |
| 2012 | 13.12% | -7.68% | 5.06% | 3.09% |
| 2011 | 7.81% | 1.36% | -19.67% | 13.22% |
| 2010 | 6.25% | -6.52% | 14.03% | 14.53% |
| 2009 | -3.27% | 22.40% | 19.26% | 4.96% |
| 2008 | -10.76% | -1.96% | -7.67% | -23.36% |
| 2007 | 3.15% | 7.26% | 2.21% | -0.21% |
| 2006 | 7.61% | -4.85% | 1.25% | 4.53% |
| 2005 | -4.40% | 5.11% | 6.67% | 4.46% |
| 2004 | 3.41% | 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% |
| 2000 | 17.00% | -7.54% | -- | -- |
Rank in Category (By Total Return)
| YTD | 78 |
| 1-Month | 55 |
| 3-Month | 78 |
| 1-Year | 88 |
| 3-Year | 66 |
| 5-Year | 29 |
Load Adjusted Returns
| 1-Year | 8.80% |
| 3-Year | -1.36% |
| 5-Year | 10.55% |
| 10-Year | 10.43% |
Performance & Risk
| YTD Return | 0.95% |
| 5y Average Return | 10.00% |
| Rank in Category (ytd) | 78 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.22 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Delaware Funds by Macquarie |
| Net Assets | 6.25B |
| YTD Return | 7.03% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Apr 02, 2007 |
Fund Summary
The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the manager believes are high quality and/or offer above-average growth potential. Under normal circumstances, it invests at least 80% of its net assets in the securities of mid-capitalization companies, which, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of acquisition.
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