Nasdaq - Delayed Quote • USD
Delaware High Yield Opportunities Fund (DHOAX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.15% |
| 5y Average Return | 3.82% |
| Number of Years Up | 20 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 23, 2024) | 49.75% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 49.75% |
| Worst 3Y Total Return | 0.06% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
DHOAX
Category
- YTD
- 1.26%
- 3.62%
- 1-Month
- 1.12%
- 1.08%
- 3-Month
- 1.26%
- 2.50%
- 1-Year
- 10.57%
- 14.69%
- 3-Year
- 2.08%
- 6.16%
- 5-Year
- 4.29%
- 6.21%
- 10-Year
- 3.29%
- 5.48%
- Last Bull Market
- 9.91%
- 11.96%
- Last Bear Market
- -10.21%
- -7.27%
Annual Total Return (%) History
Year
DHOAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.26% | -- | -- | -- |
| 2023 | 3.38% | 1.57% | 0.68% | 6.78% |
| 2022 | -4.27% | -10.21% | -0.43% | 4.15% |
| 2021 | 0.66% | 2.75% | 0.89% | 0.70% |
| 2020 | -12.19% | 9.92% | 4.63% | 5.91% |
| 2019 | 7.55% | 3.55% | 1.33% | 2.69% |
| 2018 | -1.60% | 0.10% | 2.23% | -5.28% |
| 2017 | 2.20% | 2.11% | 2.07% | 0.48% |
| 2016 | 2.21% | 3.39% | 5.03% | 1.69% |
| 2015 | 2.19% | -0.07% | -6.04% | -2.75% |
| 2014 | 2.75% | 2.46% | -2.25% | -3.30% |
| 2013 | 3.48% | -1.66% | 2.79% | 3.99% |
| 2012 | 6.80% | 1.13% | 5.05% | 3.42% |
| 2011 | 4.18% | 0.69% | -9.38% | 7.25% |
| 2010 | 5.17% | -1.06% | 6.89% | 4.52% |
| 2009 | 4.99% | 19.44% | 12.86% | 5.80% |
| 2008 | -2.58% | 0.76% | -7.78% | -18.05% |
| 2007 | 3.03% | 0.95% | -0.82% | -1.54% |
| 2006 | 3.35% | 0.58% | 3.44% | 4.48% |
| 2005 | -0.47% | 1.35% | 1.63% | 0.49% |
| 2004 | 2.51% | 0.56% | 5.06% | 5.40% |
| 2003 | 7.21% | 11.10% | 2.81% | 5.67% |
| 2002 | 1.35% | -4.60% | -2.80% | 8.34% |
| 2001 | 0.95% | -7.27% | -3.77% | 7.50% |
| 2000 | -1.42% | 1.35% | -0.96% | -3.47% |
| 1999 | 2.29% | -0.56% | -1.84% | 4.85% |
| 1998 | 5.63% | 2.10% | -4.02% | -0.29% |
| 1997 | 2.73% | 6.14% | 5.43% | 1.81% |
Rank in Category (By Total Return)
| YTD | 74 |
| 1-Month | 54 |
| 3-Month | 74 |
| 1-Year | 45 |
| 3-Year | 46 |
| 5-Year | 27 |
Load Adjusted Returns
| 1-Year | 5.59% |
| 3-Year | 0.52% |
| 5-Year | 3.34% |
| 10-Year | 2.81% |
Performance & Risk
| YTD Return | 0.15% |
| 5y Average Return | 3.82% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
Fund Overview
| Category | High Yield Bond |
| Fund Family | Delaware Funds by Macquarie |
| Net Assets | 442.73M |
| YTD Return | 1.26% |
| Yield | 6.36% |
| Morningstar Rating | |
| Inception Date | Feb 17, 1998 |
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities rated at the time of purchase lower than BBB- by Standard & Poor's Financial Services LLC, Baa3 by Moody's Investors Services, Inc. (Moody's), or similarly rated by another nationally recognized statistical rating organization (NRSRO). It may also invest in U.S. and foreign government securities and corporate bonds of foreign issuers. The fund may invest up to 40% of its net assets in foreign securities.
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