Nasdaq - Delayed Quote USD

Delaware Ivy Wilshire Glbl Allocation R6 (IWGNX)

7.59 -0.02 (-0.26%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.43%
5y Average Return 5.51%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 17, 2024) 18.68%
Worst 1Y Total Return (Apr 17, 2024) --
Best 3Y Total Return 18.68%
Worst 3Y Total Return 2.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IWGNX
Category
YTD
5.29%
8.60%
1-Month
3.00%
0.11%
3-Month
5.29%
4.82%
1-Year
13.97%
25.33%
3-Year
3.16%
8.02%
5-Year
6.70%
8.06%
10-Year
3.29%
6.03%
Last Bull Market
25.34%
13.54%
Last Bear Market
-10.82%
-13.20%

Annual Total Return (%) History

Year
IWGNX
Category
2024
--
--
2023
12.93%
--
2022
-14.29%
--
2021
11.59%
--
2020
11.16%
6.18%
2019
18.68%
16.10%
2018
--
-8.26%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.29% -- -- --
2023 4.34% 3.28% -3.59% 8.70%
2022 -5.95% -10.82% -5.94% 8.63%
2021 3.60% 5.54% -1.23% 3.34%
2020 -17.43% 14.96% 5.48% 11.03%
2019 8.50% 2.65% 0.62% 5.90%
2018 -0.47% 2.00% -8.51% --

Rank in Category (By Total Return)

YTD 31
1-Month 35
3-Month 31
1-Year 32
3-Year 44
5-Year 23

Load Adjusted Returns

1-Year 13.97%
3-Year 3.16%
5-Year 6.70%
10-Year 3.29%

Performance & Risk

YTD Return 1.43%
5y Average Return 5.51%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family Delaware Funds by Macquarie
Net Assets 542.55M
YTD Return 5.29%
Yield 2.45%
Morningstar Rating
Inception Date Oct 05, 1999

Fund Summary

The fund is a fund-of-funds that seeks to achieve its objective primarily by allocating its assets among a diverse group of affiliated equity and fixed-income mutual funds. It invests primarily in mutual funds that are series of the Delaware Funds (each such fund is an "underlying affiliated fund"). Under normal circumstances, the fund's "policy" asset mix is 65% invested in equities and 35% invested in fixed-income.

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