Nasdaq - Delayed Quote • USD
Delaware Ivy Mid Cap Growth C (WMGCX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.70% |
| 5y Average Return | 9.15% |
| Number of Years Up | 16 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 25, 2024) | 47.36% |
| Worst 1Y Total Return (Apr 25, 2024) | -- |
| Best 3Y Total Return | 47.36% |
| Worst 3Y Total Return | -1.80% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WMGCX
Category
- YTD
- 6.80%
- 10.80%
- 1-Month
- 2.36%
- 4.43%
- 3-Month
- 6.80%
- 7.00%
- 1-Year
- 14.56%
- 48.17%
- 3-Year
- -0.18%
- 21.26%
- 5-Year
- 11.01%
- 20.18%
- 10-Year
- 10.26%
- 14.07%
- Last Bull Market
- 39.24%
- 27.14%
- Last Bear Market
- -22.03%
- -21.26%
Annual Total Return (%) History
Year
WMGCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.80% | -- | -- | -- |
| 2023 | 11.01% | 6.16% | -11.31% | 13.93% |
| 2022 | -14.39% | -22.03% | -2.64% | 5.87% |
| 2021 | 1.67% | 8.97% | -0.28% | 4.62% |
| 2020 | -18.59% | 36.80% | 10.45% | 19.74% |
| 2019 | 21.01% | 4.61% | 0.00% | 8.16% |
| 2018 | 4.50% | 6.21% | 8.34% | -17.48% |
| 2017 | 6.54% | 5.47% | 4.93% | 6.91% |
| 2016 | -0.89% | 2.52% | 4.03% | -0.38% |
| 2015 | 3.78% | -0.77% | -11.87% | 2.78% |
| 2014 | 1.00% | 2.40% | -2.39% | 6.04% |
| 2013 | 9.05% | 0.65% | 9.81% | 6.83% |
| 2012 | 12.86% | -7.83% | 4.88% | 2.89% |
| 2011 | 7.58% | 1.17% | -19.78% | 12.98% |
| 2010 | 6.10% | -6.75% | 13.90% | 14.37% |
| 2009 | -3.36% | 22.21% | 18.98% | 4.86% |
| 2008 | -10.97% | -2.15% | -7.78% | -23.56% |
| 2007 | 2.97% | 7.05% | 2.02% | -0.37% |
| 2006 | 7.36% | -5.04% | 1.13% | 4.30% |
| 2005 | -4.64% | 4.96% | 6.50% | 4.26% |
| 2004 | 3.14% | 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% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 79 |
| 1-Month | 60 |
| 3-Month | 79 |
| 1-Year | 90 |
| 3-Year | 68 |
| 5-Year | 49 |
Load Adjusted Returns
| 1-Year | 13.56% |
| 3-Year | -0.18% |
| 5-Year | 11.01% |
| 10-Year | 10.26% |
Performance & Risk
| YTD Return | 0.70% |
| 5y Average Return | 9.15% |
| Rank in Category (ytd) | 79 |
| % 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 | 6.80% |
| 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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