Nasdaq - Delayed Quote • USD
Delaware Ivy Mid Cap Growth Fund Class B (WMGBX)
At close: May 23 at 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | 4 |
| YTD Return | 12.55% |
| 5y Average Return | 8.80% |
| Number of Years Up | 14 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Feb 4, 2019) | 47.07% |
| Worst 1Y Total Return (Feb 4, 2019) | -38.90% |
| Best 3Y Total Return | 47.07% |
| Worst 3Y Total Return | -9.84% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WMGBX
Category
- YTD
- 12.85%
- 10.80%
- 1-Month
- -4.73%
- 4.43%
- 3-Month
- -1.31%
- 7.00%
- 1-Year
- 17.30%
- 48.17%
- 3-Year
- 29.22%
- 21.26%
- 5-Year
- 19.97%
- 20.18%
- 10-Year
- 15.42%
- 14.07%
- Last Bull Market
- 24.71%
- 27.14%
- Last Bear Market
- -20.99%
- -21.26%
Annual Total Return (%) History
Year
WMGBX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 1.62% | 8.95% | -0.34% | -- |
| 2020 | -18.64% | 36.82% | 10.35% | 19.72% |
| 2019 | 20.94% | 4.57% | 0.00% | 8.15% |
| 2018 | 4.48% | 6.12% | 8.33% | -17.53% |
| 2017 | 6.44% | 5.52% | 4.84% | 6.98% |
| 2016 | -0.94% | 2.47% | 4.09% | -0.40% |
| 2015 | 3.77% | -0.76% | -11.88% | 2.80% |
| 2014 | 0.94% | 2.36% | -2.36% | 6.01% |
| 2013 | 9.01% | 0.62% | 9.79% | 6.84% |
| 2012 | 12.85% | -7.92% | 4.89% | 2.83% |
| 2011 | 7.54% | 1.16% | -19.89% | 12.99% |
| 2010 | 5.98% | -6.76% | 13.73% | 14.32% |
| 2009 | -3.46% | 22.15% | 18.76% | 4.77% |
| 2008 | -10.95% | -2.21% | -7.98% | -23.75% |
| 2007 | 2.87% | 7.06% | 1.92% | -0.38% |
| 2006 | 7.34% | -5.06% | 0.98% | 4.23% |
| 2005 | -4.71% | 4.84% | 6.43% | 4.15% |
| 2004 | 3.06% | 5.14% | -3.80% | 12.66% |
| 2003 | -1.37% | 17.26% | 1.97% | 9.41% |
| 2002 | -2.33% | -15.78% | -16.98% | 6.82% |
| 2001 | -13.37% | 6.28% | -16.60% | 12.19% |
| 2000 | -7.76% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 54 |
| 1-Month | 73 |
| 3-Month | 88 |
| 1-Year | 47 |
| 3-Year | 21 |
| 5-Year | 14 |
Load Adjusted Returns
| 1-Year | 35.33% |
| 3-Year | 28.95% |
| 5-Year | 24.93% |
| 10-Year | 15.96% |
Performance & Risk
| YTD Return | 12.55% |
| 5y Average Return | 8.80% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Delaware Funds by Macquarie |
| Net Assets | 8.56B |
| YTD Return | 12.85% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jul 06, 2000 |
Fund Summary
The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the manager believes are high quality and/or offer above-average growth potential. Under normal circumstances, it invests at least 80% of its net assets in the securities of mid-capitalization companies, which, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of acquisition.
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