Nasdaq - Delayed Quote USD

Delaware Climate Solutions R (IYEFX)

9.10 +0.04 (+0.44%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.20%
5y Average Return -0.35%
Number of Years Up 5
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 42.64%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 42.64%
Worst 3Y Total Return -25.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IYEFX
Category
YTD
-0.44%
43.81%
1-Month
7.03%
4.88%
3-Month
-0.44%
13.10%
1-Year
-4.14%
70.12%
3-Year
16.29%
-11.73%
5-Year
0.83%
-4.80%
10-Year
-5.04%
-6.23%
Last Bull Market
76.34%
22.50%
Last Bear Market
-5.96%
-32.25%

Annual Total Return (%) History

Year
IYEFX
Category
2024
--
--
2023
-4.31%
--
2022
40.90%
--
2021
42.64%
--
2020
-38.98%
-24.54%
2019
3.87%
7.25%
2018
-34.69%
-27.27%
2017
-13.32%
-4.84%

2016
33.99%
29.22%
2015
-23.21%
-27.39%
2014
-10.86%
-16.65%
2013
26.80%
22.85%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.44% -- -- --
2023 -0.61% -2.16% -6.40% 5.13%
2022 35.55% -5.96% -2.11% 12.91%
2021 21.76% 12.46% -3.50% 7.95%
2020 -61.58% 33.44% -14.05% 38.50%
2019 16.46% -5.57% -14.40% 10.33%
2018 -6.76% 11.00% 1.57% -37.88%
2017 -6.98% -18.33% 5.75% 7.90%
2016 0.94% 14.41% 8.01% 7.42%
2015 1.38% -1.22% -19.99% -4.16%

2014 5.69% 12.91% -8.83% -18.06%
2013 12.62% -1.02% 10.81% 2.65%

Rank in Category (By Total Return)

YTD 89
1-Month 82
3-Month 89
1-Year 88
3-Year 86
5-Year 86

Load Adjusted Returns

1-Year -4.14%
3-Year 16.29%
5-Year 0.83%
10-Year -5.04%

Performance & Risk

YTD Return -1.20%
5y Average Return -0.35%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Equity Energy
Fund Family Delaware Funds by Macquarie
Net Assets 147.96M
YTD Return -0.44%
Yield 2.24%
Morningstar Rating
Inception Date Apr 02, 2007

Fund Summary

The fund seeks to achieve its objective by investing in securities of U.S. and non-U.S. issuers, including non-dollar securities and securities of emerging market issuers. It focuses its investments on equity securities and equity-related investments and may invest in common and preferred stocks, convertible securities and warrants of companies of any market capitalization. The fund is non-diversified.

Related Tickers