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Delaware Ivy Smid Cap Core Fund Class Y (IYSYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
15.69+0.22 (+1.42%)
At close: 08:00PM EST
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years UpN/A
Number of Years DownN/A
Best 1 Yr Total Return (Invalid Date)N/A
Worst 1 Yr Total Return (Invalid Date)N/A
Best 3-Yr Total ReturnN/A
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

ReturnIYSYXCategory
YTD15.53%0.00%
1-Month2.91%0.00%
3-Month15.53%0.00%
1-Year74.23%0.00%
3-Year12.58%0.00%
5-Year14.26%0.00%
10-Year10.14%0.00%
Last Bull Market23.16%0.00%
Last Bear Market-27.02%0.00%

Annual Total Return (%) History

Year
IYSYXCategory
2021
N/AN/A
2020
1.62%N/A
2019
26.38%N/A
2018
-11.87%N/A
2017
12.96%N/A
2016
30.14%N/A
2015
-7.54%N/A
2014
5.85%N/A
2013
31.47%N/A
2012
17.02%N/A
2011
-13.95%N/A
2010
26.85%N/A
2009
30.24%N/A
2008
-24.46%N/A
2007
-3.87%N/A
2006
16.31%N/A
2005
1.63%N/A
2004
14.72%N/A
2003
50.82%N/A
2002
-18.68%N/A
2001
15.98%N/A
2000
26.51%N/A
1999
-3.93%N/A
1998
-7.30%N/A
1997
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202115.91%N/AN/AN/A
2020-28.72%17.49%1.78%N/A
201915.12%4.72%-1.94%N/A
2018-3.34%12.19%4.49%N/A
20173.47%1.91%4.45%N/A
20163.37%7.81%8.97%N/A
20152.37%-1.21%-8.26%N/A
20143.44%3.31%-5.17%N/A
201313.46%2.71%6.68%N/A
201212.08%-4.61%8.45%N/A
20115.69%-5.38%-22.05%N/A
201010.12%-11.44%12.06%N/A
2009-6.70%13.23%16.37%N/A
2008-8.69%0.05%0.05%N/A
20072.53%3.34%-3.93%N/A
20069.89%-3.27%2.26%N/A
2005-2.33%3.73%2.65%N/A
20044.40%2.61%-3.68%N/A
2003-7.14%22.35%11.24%N/A
200211.30%-7.87%-26.24%N/A
20013.38%13.38%-18.49%N/A
2000-3.40%9.64%12.08%N/A
1999-12.58%16.23%-7.90%N/A
19986.38%-2.52%-20.20%N/A
199714.37%15.29%1.59%N/A

Rank In Category (By Total Return)

YTD42
1-Month54
3-Month42
1-Year87
3-Year48
5-Year41

Load Adjusted Returns

1-Year74.23%
3-Year12.58%
5-Year14.26%
10-Year10.14%
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