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Delaware Foundation Cnsrv Allc A (DFIAX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.50+0.01 (+0.11%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return4.43%
5-Year Average Return5.66%
Number of Years Up15
Number of Years Down4
Best 1 Yr Total Return (May 30, 2017)25.41%
Worst 1 Yr Total Return (May 30, 2017)-14.40%
Best 3-Yr Total Return25.41%
Worst 3-Yr Total Return-1.12%

Trailing Returns (%) Vs. Benchmarks

ReturnDFIAXCategory
YTD4.43%4.71%
1-Month0.87%0.80%
3-Month2.36%1.84%
1-Year7.95%8.10%
3-Year2.98%3.16%
5-Year5.66%6.12%
10-Year4.97%4.14%
Last Bull Market10.51%11.45%
Last Bear Market-7.69%-8.35%

Annual Total Return (%) History

Year
DFIAXCategory
2017
N/AN/A
2016
5.64%6.62%
2015
-1.44%-2.32%
2014
4.50%4.02%
2013
8.38%7.23%
2012
9.56%9.40%
2011
2.24%1.70%
2010
9.70%10.03%
2009
25.41%20.77%
2008
-14.40%-18.61%
2007
4.20%4.53%
2006
8.39%8.16%
2005
4.27%2.97%
2004
7.09%5.46%
2003
16.87%12.34%
2002
-5.26%-3.11%
2001
-1.41%-0.39%
2000
1.03%4.28%
1999
3.80%5.85%
1998
6.24%9.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20172.57%N/AN/AN/A
20160.88%2.07%2.44%0.15%
20152.18%-0.85%-3.86%1.19%
20141.58%3.54%-1.30%0.66%
20133.25%-2.08%3.66%3.41%
20124.99%-0.73%3.85%1.23%
20112.78%1.56%-6.58%4.84%
20103.05%-3.91%7.52%3.04%
2009-3.48%11.75%11.83%3.98%
2008-3.22%-2.22%-5.56%-4.22%
20071.18%2.33%1.03%-0.38%
20062.26%-1.32%3.69%3.60%
2005-0.46%1.73%2.16%0.80%
20042.17%-1.06%0.84%5.06%
2003-0.43%9.34%1.54%5.72%
20020.89%-3.92%-5.98%3.96%
2001-3.75%1.77%-4.62%5.52%
20001.62%0.00%1.40%-1.96%
19990.17%1.55%-2.33%4.48%
19985.88%-0.38%-6.34%7.54%

Rank In Category (By Total Return)

YTD64
1-Month49
3-Month31
1-Year52
3-Year63
5-Year64

Load Adjusted Returns

1-Year1.74%
3-Year0.97%
5-Year4.41%
10-Year4.35%