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Delaware Ivy Limited-Term Bond Fund Class B (WLTBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
10.93+0.01 (+0.09%)
As of 08:06AM EST. Market open.
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Performance Overview

Morningstar Return Rating★
Year-to-Date Return0.20%
5-Year Average Return0.24%
Number of Years Up17
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)6.54%
Worst 1 Yr Total Return (Feb 3, 2019)-1.59%
Best 3-Yr Total Return6.54%
Worst 3-Yr Total Return-0.66%

Trailing Returns (%) Vs. Benchmarks

ReturnWLTBXCategory
YTD-1.55%0.44%
1-Month-0.36%0.02%
3-Month-1.09%0.56%
1-Year-1.45%2.65%
3-Year1.61%3.38%
5-Year0.97%2.40%
10-Year0.61%2.01%
Last Bull Market1.55%2.63%
Last Bear Market0.82%-0.33%

Annual Total Return (%) History

Year
WLTBXCategory
2021
N/AN/A
2020
2.75%3.81%
2019
3.14%4.72%
2018
-0.15%0.92%
2017
0.79%1.73%
2016
1.16%2.08%
2015
-0.38%0.19%
2014
0.01%1.07%
2013
-1.59%0.45%
2012
1.83%3.67%
2011
2.13%1.66%
2010
2.69%4.11%
2009
5.11%9.30%
2008
6.54%-4.23%
2007
4.80%4.29%
2006
2.52%4.05%
2005
0.33%1.45%
2004
0.31%1.63%
2003
1.89%2.54%
2002
4.05%5.47%
2001
7.93%7.27%
2000
N/A7.59%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2021-0.57%0.20%-0.27%N/A
20200.20%2.13%0.20%0.22%
20191.13%1.42%0.54%0.02%
2018-1.07%-0.02%0.18%0.77%
20170.36%0.48%0.29%-0.34%
20161.40%1.05%0.20%-1.47%
20150.89%-0.75%0.10%-0.61%
20140.14%0.59%-0.61%-0.12%
20130.15%-2.18%0.17%0.28%
20120.53%0.42%0.94%-0.07%
2011-0.12%1.18%0.49%0.57%
20100.95%1.44%1.65%-1.34%
20090.90%1.53%2.28%0.32%
20082.37%-0.89%0.68%4.30%
20071.02%-0.39%2.21%1.90%
2006-0.37%-0.03%2.01%0.91%
2005-0.72%1.31%-0.38%0.13%
20041.19%-1.92%1.14%-0.06%
20030.83%1.15%0.10%-0.19%
2002-0.24%1.36%1.92%0.96%
20013.05%1.27%2.95%0.46%
20002.26%N/AN/AN/A

Rank In Category (By Total Return)

YTD90
1-Month74
3-Month79
1-Year94
3-Year95
5-Year99

Load Adjusted Returns

1-Year-5.76%
3-Year0.90%
5-Year0.45%
10-Year0.64%
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