Nasdaq - Delayed Quote • USD
Delaware Ivy Mid Cap Growth Fund Class B (WMGBX)
At close: May 23 at 8:01 PM EDT
Fund Summary
The investment seeks to provide growth of capital. 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 47.07% |
| Worst 1Y Total Return | -38.90% |
| Number of Years Up | 14 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 12.55% |
| 5y Average Return | 8.80% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WMGBX | Category Average | WMGBX | Category Average | WMGBX | Category Average | |
| Alpha | 5.26 | 0.01 | 3.89 | 0.01 | -1.19 | -0.02 |
| BETA | 1.1 | 0.01 | 1.1 | 0.01 | 1.09 | 0.01 |
| Mean Annual Return | 2.37 | 0.02 | 2.02 | 0.02 | 1.34 | 0.01 |
| R-squared | 84.45 | 0.82 | 83.28 | 0.79 | 81.06 | 0.8 |
| Standard Deviation | 22.01 | 0.23 | 18.5 | 0.19 | 15.77 | 0.17 |
| Sharpe Ratio | 1.25 | 0.01 | 1.25 | 0.01 | 0.98 | 0.01 |
| Treynor Ratio | 26.05 | 0.18 | 21.78 | 0.17 | 14.11 | 0.12 |
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