Nasdaq - Delayed Quote USD

Delaware Mid Cap Growth Equity C (DEEVX)

18.57 +0.16 (+0.87%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.90%
5y Average Return 3.40%
Number of Years Up 20
Number of Years Down 8
Best 1Y Total Return (Apr 19, 2024) 92.48%
Worst 1Y Total Return (Apr 19, 2024) --
Best 3Y Total Return 92.48%
Worst 3Y Total Return -16.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DEEVX
Category
YTD
6.86%
10.80%
1-Month
2.43%
4.43%
3-Month
6.86%
7.00%
1-Year
14.92%
48.17%
3-Year
-13.59%
21.26%
5-Year
5.44%
20.18%
10-Year
8.82%
14.07%
Last Bull Market
24.73%
27.14%
Last Bear Market
-35.15%
-21.26%

Annual Total Return (%) History

Year
DEEVX
Category
2024
--
--
2023
19.32%
--
2022
-45.93%
--
2021
-9.11%
--
2020
92.48%
39.26%
2019
34.36%
32.52%
2018
-0.67%
-6.65%
2017
34.14%
23.91%

2016
-5.08%
6.03%
2015
6.24%
-0.95%
2014
2.09%
7.00%
2013
39.78%
34.93%
2012
9.57%
14.07%
2011
7.21%
-3.96%
2010
34.04%
24.61%
2009
43.36%
39.11%
2008
-42.07%
-43.77%
2007
11.53%
15.09%
2006
4.22%
9.00%
2005
9.21%
9.84%
2004
11.39%
13.23%
2003
38.11%
35.96%
2002
-25.38%
-27.24%
2001
-17.70%
-19.98%
2000
-10.76%
-4.78%
1999
63.51%
60.49%
1998
16.94%
18.76%
1997
13.20%
17.98%
1996
13.04%
18.11%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.86% -- -- --
2023 10.95% 6.47% -11.40% 14.01%
2022 -17.00% -35.15% 3.11% -2.56%
2021 -2.87% 2.42% -5.37% -3.44%
2020 -11.72% 44.49% 21.92% 23.77%
2019 24.36% 5.17% -4.82% 7.94%
2018 3.96% 12.55% 13.31% -25.08%
2017 6.69% 3.74% 2.97% 17.70%
2016 0.97% -0.16% 4.70% -10.06%
2015 5.66% 1.96% -6.76% 5.78%

2014 -4.55% 0.00% -2.23% 9.40%
2013 10.15% 3.85% 10.29% 10.80%
2012 16.71% -6.20% 2.31% -2.17%
2011 14.13% 3.01% -16.06% 8.64%
2010 4.56% -2.01% 14.48% 14.28%
2009 0.21% 14.70% 16.70% 6.88%
2008 -14.08% 5.94% -13.96% -26.04%
2007 4.75% 7.64% 2.66% -3.66%
2006 8.85% -6.18% -3.22% 5.45%
2005 -3.83% 3.25% 5.07% 4.68%
2004 2.69% -0.49% -5.76% 15.67%
2003 -1.70% 18.36% 4.26% 13.86%
2002 -2.49% -11.32% -17.91% 5.13%
2001 -23.45% 12.37% -22.23% 23.04%
2000 22.39% -12.65% 11.21% -24.94%
1999 0.74% 11.57% -1.59% 47.83%
1998 10.83% 1.43% -16.41% 24.45%
1997 -7.85% 14.67% 10.48% -3.03%
1996 7.23% 6.63% 3.38% -4.37%

Rank in Category (By Total Return)

YTD 79
1-Month 57
3-Month 79
1-Year 89
3-Year 98
5-Year 96

Load Adjusted Returns

1-Year 13.92%
3-Year -13.59%
5-Year 5.44%
10-Year 8.82%

Performance & Risk

YTD Return -2.90%
5y Average Return 3.40%
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 1.29B
YTD Return 6.86%
Yield 0.00%
Morningstar Rating
Inception Date Mar 27, 1986

Fund Summary

The fund invests primarily in common stocks of growth-oriented companies that the manager believes have long-term capital appreciation potential and expects to grow faster than the U.S. economy. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid-capitalization companies (80% policy). The fund may invest in both domestic and foreign mid-capitalization companies.

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