Advertisement
U.S. markets closed

Delaware Select Growth R (DFSRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
22.92+0.61 (+2.73%)
At close: 06:45PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.89%
5-Year Average Return3.32%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Feb 20, 2024)56.54%
Worst 1 Yr Total Return (Feb 20, 2024)N/A
Best 3-Yr Total Return56.54%
Worst 3-Yr Total Return-11.41%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDFSRXCategory
YTD2.35%12.38%
1-Month2.35%5.09%
3-Month17.36%10.28%
1-Year28.29%41.70%
3-Year-10.34%22.56%
5-Year3.71%21.98%
10-Year5.42%15.99%
Last Bull Market31.17%25.99%
Last Bear Market-34.44%-17.29%

Annual Total Return (%) History

Year
DFSRXCategory
2023
36.52%N/A
2022
-50.52%N/A
2021
2.92%N/A
2020
45.71%35.86%
2019
27.09%31.90%
2018
-2.97%-2.09%
2017
21.92%27.67%
2016
-2.13%3.23%
2015
-0.70%3.60%
2014
6.52%10.00%
2013
31.20%33.92%
2012
15.02%15.34%
2011
7.17%-2.46%
2010
25.94%15.53%
2009
56.54%35.68%
2008
-44.46%-40.67%
2007
9.38%13.35%
2006
1.03%7.05%
2005
16.85%6.71%
2004
7.61%7.81%
2003
N/A28.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202312.58%11.92%-4.08%12.96%
2022-21.24%-34.44%0.18%-4.36%
2021-1.13%8.62%-3.41%-0.78%
2020-16.40%31.74%12.44%17.67%
201916.27%6.03%-4.52%7.97%
20181.63%5.96%5.23%-14.37%
20175.19%3.92%8.20%3.07%
2016-6.13%-1.58%9.82%-3.53%
20153.40%0.70%-10.59%6.65%
2014-1.29%3.39%-3.24%7.87%
20138.11%0.92%10.50%8.82%
201217.61%-5.21%4.34%-1.11%
20119.75%2.12%-11.28%7.78%
20106.14%-6.27%15.01%10.07%
20090.43%23.15%15.39%9.69%
2008-9.30%-3.99%-14.95%-25.01%
20070.49%3.75%7.30%-2.22%
20063.73%-7.70%-1.59%7.23%
2005-6.45%4.56%13.36%5.37%
20043.59%-2.86%-5.66%13.36%
20032.32%10.41%N/AN/A

Rank In Category (By Total Return)

YTD64
1-Month64
3-Month79
1-Year58
3-Year98
5-Year100

Load Adjusted Returns

1-Year28.29%
3-Year-10.34%
5-Year3.71%
10-Year5.42%