DLMCX - Delaware Mid Cap Value C

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return3.03%
5-Year Average Return10.01%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Sep 29, 2018)28.80%
Worst 1 Yr Total Return (Sep 29, 2018)-6.49%
Best 3-Yr Total Return28.80%
Worst 3-Yr Total Return7.20%

Trailing Returns (%) Vs. Benchmarks

ReturnDLMCXCategory
YTD3.03%3.27%
1-Month-0.97%-0.78%
3-Month3.20%3.05%
1-Year9.53%8.93%
3-Year13.16%12.59%
5-Year10.01%9.33%
10-Year9.45%10.41%
Last Bull Market28.61%24.82%
Last Bear Market-25.40%-22.18%

Annual Total Return (%) History

Year
DLMCXCategory
2018
N/AN/A
2017
15.74%13.22%
2016
17.81%18.06%
2015
-1.15%-5.41%
2014
5.77%9.31%
2013
28.19%35.14%
2012
12.23%16.60%
2011
-6.49%-3.96%
2010
26.75%21.92%
2009
28.80%35.41%
2008
N/A-36.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2018-2.69%2.59%3.20%N/A
20174.24%-0.18%4.63%6.32%
20161.12%3.56%3.86%8.32%
20152.50%2.24%-8.55%3.15%
20142.82%4.28%-4.11%2.87%
201311.25%-0.57%5.66%9.68%
201211.57%-5.29%2.74%3.37%
20117.25%-1.92%-22.33%14.44%
20108.78%-9.33%12.66%14.07%
2009-11.31%17.53%18.31%4.44%
2008-23.50%N/AN/AN/A

Rank In Category (By Total Return)

YTD56
1-Month60
3-Month44
1-Year44
3-Year47
5-Year36

Load Adjusted Returns

1-Year8.53%
3-Year13.16%
5-Year10.01%
10-Year9.45%