Nasdaq - Delayed Quote USD

Delaware Ivy Mid Cap Income Opps A (IVOAX)

18.79 +0.06 (+0.32%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.12%
5y Average Return 8.50%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 26.31%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 26.31%
Worst 3Y Total Return 4.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IVOAX
Category
YTD
7.19%
21.28%
1-Month
4.52%
-1.96%
3-Month
7.19%
4.90%
1-Year
20.25%
55.83%
3-Year
6.59%
11.08%
5-Year
10.50%
11.93%
10-Year
0.00%
10.64%
Last Bull Market
40.73%
25.54%
Last Bear Market
-12.21%
-22.08%

Annual Total Return (%) History

Year
IVOAX
Category
2024
--
--
2023
17.62%
--
2022
-14.94%
--
2021
25.28%
--
2020
7.81%
2.63%
2019
26.31%
25.18%
2018
-4.54%
-12.86%
2017
11.96%
13.22%

2016
22.38%
18.06%
2015
-3.54%
-5.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.19% -- -- --
2023 4.85% 4.75% -6.04% 13.97%
2022 -6.39% -12.21% -4.64% 8.54%
2021 10.94% 4.05% 0.10% 8.42%
2020 -29.52% 23.59% 4.36% 18.59%
2019 11.06% 4.72% 2.33% 6.13%
2018 0.62% 1.77% 7.02% -12.89%
2017 2.43% 0.00% 2.89% 6.24%
2016 7.05% 5.67% 2.04% 6.02%
2015 3.20% -2.35% -7.14% 3.07%

Rank in Category (By Total Return)

YTD 59
1-Month 85
3-Month 59
1-Year 51
3-Year 71
5-Year 50

Load Adjusted Returns

1-Year 13.33%
3-Year 4.51%
5-Year 9.20%
10-Year --

Performance & Risk

YTD Return 2.12%
5y Average Return 8.50%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Delaware Funds by Macquarie
Net Assets 1.17B
YTD Return 7.19%
Yield 1.63%
Morningstar Rating
Inception Date Oct 01, 2014

Fund Summary

The fund seeks to achieve its objective by investing primarily in a diversified portfolio of income-producing common stocks of mid-capitalization companies that the manager believes demonstrate favorable prospects for total return. It invests at least 80% of its net assets in the securities of mid-capitalization companies which for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap® Index over the last 13 months at the time of acquisition.

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