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Delaware Ivy Value Fund Class B (IYVBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
26.81+0.22 (+0.83%)
At close: 08:00PM EST
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Performance Overview

Morningstar Return Rating★★
Year-to-Date Return8.68%
5-Year Average Return5.75%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)33.22%
Worst 1 Yr Total Return (Feb 3, 2019)-34.91%
Best 3-Yr Total Return33.22%
Worst 3-Yr Total Return-9.14%

Trailing Returns (%) Vs. Benchmarks

ReturnIYVBXCategory
YTD27.10%17.52%
1-Month-0.04%-0.87%
3-Month5.59%5.51%
1-Year27.82%42.88%
3-Year15.26%11.93%
5-Year10.02%12.07%
10-Year11.11%10.95%
Last Bull Market23.03%23.18%
Last Bear Market-22.52%-17.87%

Annual Total Return (%) History

Year
IYVBXCategory
2021
N/AN/A
2020
0.39%2.91%
2019
24.77%25.04%
2018
-8.31%-8.53%
2017
11.13%15.94%
2016
9.65%14.81%
2015
-5.08%-4.05%
2014
9.61%10.21%
2013
33.22%31.21%
2012
16.93%14.57%
2011
-8.49%-0.75%
2010
15.94%13.66%
2009
24.12%24.13%
2008
-34.91%-37.09%
2007
0.16%1.42%
2006
15.05%18.15%
2005
3.03%5.95%
2004
12.93%12.97%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202111.90%6.72%-0.20%N/A
2020-29.56%16.28%3.56%18.35%
20199.26%3.03%2.06%8.60%
2018-2.36%1.58%7.45%-13.97%
20173.23%2.23%0.51%4.78%
2016-2.90%0.45%5.50%6.57%
2015-2.43%1.68%-8.12%4.14%
20142.04%3.64%3.04%0.59%
201312.02%4.15%3.38%10.45%
201213.51%-5.32%5.94%2.70%
20115.28%-1.69%-19.99%10.50%
20107.62%-11.18%8.12%12.19%
2009-13.60%16.97%19.14%3.08%
2008-9.37%-2.86%-8.75%-18.97%
20071.67%5.79%-1.61%-5.36%
20063.52%-1.29%4.99%7.23%
2005-0.06%1.13%1.61%0.33%
20042.47%1.59%-1.49%10.13%

Rank In Category (By Total Return)

YTD20
1-Month41
3-Month35
1-Year12
3-Year56
5-Year71

Load Adjusted Returns

1-Year47.45%
3-Year12.59%
5-Year11.29%
10-Year11.02%
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