Nasdaq - Delayed Quote USD

Delaware Wealth Builder R (DDDRX)

14.36 +0.05 (+0.35%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.37%
5y Average Return 6.15%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 36.09%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 36.09%
Worst 3Y Total Return 3.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DDDRX
Category
YTD
5.70%
9.69%
1-Month
3.20%
0.91%
3-Month
5.70%
5.21%
1-Year
15.74%
27.06%
3-Year
6.45%
11.00%
5-Year
7.00%
10.26%
10-Year
5.43%
8.34%
Last Bull Market
27.48%
15.58%
Last Bear Market
-10.71%
-12.16%

Annual Total Return (%) History

Year
DDDRX
Category
2024
--
--
2023
11.89%
--
2022
-8.99%
--
2021
17.59%
--
2020
2.29%
11.72%
2019
17.20%
19.23%
2018
-7.47%
-5.76%
2017
8.87%
13.21%

2016
8.86%
7.34%
2015
-2.81%
-1.93%
2014
7.61%
6.21%
2013
19.40%
16.48%
2012
13.37%
11.72%
2011
1.83%
-0.11%
2010
13.22%
11.83%
2009
36.09%
24.13%
2008
-32.66%
-28.00%
2007
-4.17%
5.99%
2006
19.36%
11.29%
2005
2.35%
5.13%
2004
10.04%
8.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.70% -- -- --
2023 2.18% 3.45% -3.10% 9.25%
2022 -1.23% -10.71% -4.14% 7.66%
2021 4.93% 4.85% 0.01% 6.87%
2020 -19.83% 10.88% 3.76% 10.90%
2019 8.17% 2.01% 2.02% 4.11%
2018 -3.13% 1.08% 2.95% -8.22%
2017 2.50% 1.51% 2.25% 2.32%
2016 0.89% 5.02% 2.09% 0.63%
2015 1.41% -1.97% -5.49% 3.44%

2014 2.54% 4.20% -0.72% 1.44%
2013 7.97% 1.28% 3.09% 5.92%
2012 7.45% -0.64% 4.18% 1.92%
2011 5.80% 0.32% -11.45% 8.35%
2010 3.86% -5.72% 8.59% 6.47%
2009 -3.74% 15.52% 14.64% 6.75%
2008 -6.41% -3.08% -8.35% -19.00%
2007 1.69% 1.77% -1.55% -5.94%
2006 5.65% 0.11% 5.88% 6.58%
2005 -1.56% 2.23% 2.12% -0.41%
2004 2.84% -1.39% 2.16% 6.21%

Rank in Category (By Total Return)

YTD 36
1-Month 9
3-Month 36
1-Year 44
3-Year 8
5-Year 59

Load Adjusted Returns

1-Year 15.74%
3-Year 6.45%
5-Year 7.00%
10-Year 5.43%

Performance & Risk

YTD Return 2.37%
5y Average Return 6.15%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Delaware Funds by Macquarie
Net Assets 918.72M
YTD Return 5.70%
Yield 2.14%
Morningstar Rating
Inception Date Dec 02, 1996

Fund Summary

Under normal circumstances, at least 50% of the fund's total assets will be invested in income-generating equity securities, including real estate investment trusts (REITs), convertible securities, and exchange-traded funds (ETFs). It invests primarily in income-generating securities (debt and equity), which may include equity securities of large, well-established companies, and debt securities, including high yield, high-risk corporate bonds, investment grade fixed income securities, convertible securities, and U.S. government securities.

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