Nasdaq - Delayed Quote USD

Delaware Small Cap Core R6 (DCZRX)

26.85 -0.27 (-1.00%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.76%
5y Average Return 7.12%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 24, 2024) 26.15%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 26.15%
Worst 3Y Total Return 5.83%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DCZRX
Category
YTD
2.12%
20.19%
1-Month
2.96%
0.02%
3-Month
2.12%
4.36%
1-Year
13.71%
60.18%
3-Year
2.30%
11.32%
5-Year
8.99%
13.88%
10-Year
8.45%
11.19%
Last Bull Market
50.12%
27.98%
Last Bear Market
-14.06%
-24.08%

Annual Total Return (%) History

Year
DCZRX
Category
2024
--
--
2023
14.12%
--
2022
-15.80%
--
2021
23.35%
--
2020
15.52%
10.99%
2019
26.15%
23.75%
2018
-11.44%
-12.72%
2017
14.35%
12.28%

2016
--
20.78%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.12% -- -- --
2023 2.48% 4.58% -6.44% 13.80%
2022 -6.00% -14.06% -2.85% 7.29%
2021 13.03% 4.54% -1.44% 5.91%
2020 -27.61% 22.10% 0.91% 29.52%
2019 14.70% 3.36% -1.01% 7.49%
2018 -0.95% 9.13% 3.80% -21.06%
2017 1.49% 3.46% 6.01% 2.73%
2016 7.01% 11.26% -- --

Rank in Category (By Total Return)

YTD 93
1-Month 86
3-Month 93
1-Year 86
3-Year 62
5-Year 62

Load Adjusted Returns

1-Year 13.71%
3-Year 2.30%
5-Year 8.99%
10-Year 8.45%

Performance & Risk

YTD Return -2.76%
5y Average Return 7.12%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Delaware Funds by Macquarie
Net Assets 7.63B
YTD Return 2.12%
Yield 0.69%
Morningstar Rating
Inception Date Aug 01, 2005

Fund Summary

The fund invests primarily in stocks of small companies that its investment manager believes have a combination of attractive valuations, growth prospects, and strong cash flows. Under normal circumstances, at least 80% of the fund's net assets, plus the amount of any borrowings for investment purposes, will be in investments of small-capitalization companies (80% policy). The fund's manager considers small-capitalization companies to be companies within the market capitalization range of the Russell 2000 ® Index at the time of purchase.

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