Nasdaq - Delayed Quote • USD
Delaware Ivy Global Growth Fund Class C (IVNCX)
At close: April 24 at 6:45 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.91% |
| 5y Average Return | 9.25% |
| Number of Years Up | 18 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Apr 23, 2024) | 26.30% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 26.30% |
| Worst 3Y Total Return | -0.68% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
IVNCX
Category
- YTD
- 10.95%
- 9.95%
- 1-Month
- 2.72%
- 2.98%
- 3-Month
- 10.95%
- 8.22%
- 1-Year
- 24.49%
- 40.81%
- 3-Year
- 6.30%
- 19.17%
- 5-Year
- 10.48%
- 18.49%
- 10-Year
- 7.56%
- 11.83%
- Last Bull Market
- 33.84%
- 21.12%
- Last Bear Market
- -14.69%
- -20.34%
Annual Total Return (%) History
Year
IVNCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 10.95% | -- | -- | -- |
| 2023 | 5.32% | 4.78% | -2.59% | 9.93% |
| 2022 | -9.02% | -14.69% | -7.33% | 13.74% |
| 2021 | 3.92% | 6.86% | -1.17% | 6.04% |
| 2020 | -20.66% | 22.15% | 8.63% | 13.46% |
| 2019 | 12.84% | 4.04% | -1.58% | 7.80% |
| 2018 | 2.54% | 2.83% | 5.04% | -16.04% |
| 2017 | 8.22% | 3.57% | 5.87% | 4.04% |
| 2016 | -3.87% | -2.74% | 5.61% | -2.90% |
| 2015 | 5.49% | -1.01% | -8.31% | 6.84% |
| 2014 | 0.83% | 4.89% | -5.19% | -0.39% |
| 2013 | 2.13% | -1.01% | 8.57% | 7.33% |
| 2012 | 12.26% | -6.46% | 6.66% | 4.06% |
| 2011 | 2.85% | 2.81% | -19.60% | 7.52% |
| 2010 | 1.66% | -12.33% | 17.54% | 9.02% |
| 2009 | -12.14% | 20.09% | 15.30% | 3.83% |
| 2008 | -10.89% | -1.49% | -21.98% | -18.83% |
| 2007 | 3.42% | 7.47% | 7.07% | 1.40% |
| 2006 | 9.21% | -1.64% | 2.33% | 10.69% |
| 2005 | -2.39% | 1.18% | 12.68% | 4.26% |
| 2004 | 3.15% | -1.10% | -3.74% | 14.08% |
| 2003 | -6.57% | 12.69% | 4.53% | 13.52% |
| 2002 | 0.20% | -5.62% | -23.33% | 7.57% |
| 2001 | -16.10% | 0.37% | -17.30% | 12.24% |
| 2000 | -3.78% | 0.12% | -11.55% | -3.73% |
| 1999 | 2.70% | 3.96% | 0.44% | 12.06% |
| 1998 | 12.16% | -2.91% | -15.85% | 16.18% |
| 1997 | 3.43% | 11.30% | 2.08% | -6.81% |
| 1996 | -0.99% | 7.38% | -- | -- |
Rank in Category (By Total Return)
| YTD | 38 |
| 1-Month | 45 |
| 3-Month | 38 |
| 1-Year | 42 |
| 3-Year | 29 |
| 5-Year | 63 |
Load Adjusted Returns
| 1-Year | 23.49% |
| 3-Year | 6.30% |
| 5-Year | 10.48% |
| 10-Year | 7.56% |
Performance & Risk
| YTD Return | 7.91% |
| 5y Average Return | 9.25% |
| Rank in Category (ytd) | 38 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | Delaware Funds by Macquarie |
| Net Assets | 543.78M |
| YTD Return | 10.95% |
| Yield | 0.86% |
| Morningstar Rating | |
| Inception Date | Apr 30, 1996 |
Fund Summary
The fund seeks to achieve its objective by investing primarily in common stocks of U.S. and foreign companies that the manager believes are competitively well-positioned, gaining market share, have the potential for long-term growth and/or operate in regions or countries that the manager believes possess attractive growth characteristics. It primarily invests in issuers of developed countries, including the U.S., although the fund has the ability to invest in issuers domiciled in or doing business in any country or region around the globe, including emerging markets.
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