Nasdaq - Delayed Quote • USD
Delaware Ivy Mid Cap Growth Y (WMGYX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.92% |
| 5y Average Return | 10.00% |
| Number of Years Up | 16 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 25, 2024) | 49.00% |
| Worst 1Y Total Return (Apr 25, 2024) | -- |
| Best 3Y Total Return | 49.00% |
| Worst 3Y Total Return | -1.03% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WMGYX
Category
- YTD
- 7.01%
- 10.80%
- 1-Month
- 2.46%
- 4.43%
- 3-Month
- 7.01%
- 7.00%
- 1-Year
- 15.46%
- 48.17%
- 3-Year
- 0.61%
- 21.26%
- 5-Year
- 11.87%
- 20.18%
- 10-Year
- 11.11%
- 14.07%
- Last Bull Market
- 40.13%
- 27.14%
- Last Bear Market
- -21.84%
- -21.26%
Annual Total Return (%) History
Year
WMGYX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.01% | -- | -- | -- |
| 2023 | 11.23% | 6.35% | -11.13% | 14.16% |
| 2022 | -14.25% | -21.84% | -2.45% | 6.03% |
| 2021 | 1.85% | 9.17% | -0.07% | 4.87% |
| 2020 | -18.41% | 37.01% | 10.64% | 20.00% |
| 2019 | 21.20% | 4.79% | 0.25% | 8.34% |
| 2018 | 4.68% | 6.38% | 8.55% | -17.32% |
| 2017 | 6.70% | 5.72% | 5.07% | 7.17% |
| 2016 | -0.76% | 2.74% | 4.25% | -0.18% |
| 2015 | 3.94% | -0.62% | -11.65% | 2.99% |
| 2014 | 1.21% | 2.52% | -2.14% | 6.27% |
| 2013 | 9.28% | 0.82% | 10.04% | 7.06% |
| 2012 | 13.16% | -7.67% | 5.08% | 3.11% |
| 2011 | 7.83% | 1.38% | -19.61% | 13.25% |
| 2010 | 6.32% | -6.44% | 14.14% | 14.61% |
| 2009 | -3.10% | 22.65% | 19.31% | 5.08% |
| 2008 | -10.74% | -1.93% | -7.55% | -23.30% |
| 2007 | 3.20% | 7.41% | 2.25% | 0.00% |
| 2006 | 7.63% | -4.80% | 1.41% | 4.57% |
| 2005 | -4.29% | 5.18% | 6.82% | 4.61% |
| 2004 | 3.18% | 5.72% | -3.54% | 13.16% |
| 2003 | -1.04% | 17.69% | 2.17% | 9.85% |
| 2002 | -1.98% | -15.38% | -16.45% | 7.39% |
| 2001 | -12.99% | 6.70% | -16.26% | 12.44% |
| 2000 | -7.52% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 78 |
| 1-Month | 56 |
| 3-Month | 78 |
| 1-Year | 88 |
| 3-Year | 66 |
| 5-Year | 29 |
Load Adjusted Returns
| 1-Year | 15.46% |
| 3-Year | 0.61% |
| 5-Year | 11.87% |
| 10-Year | 11.11% |
Performance & Risk
| YTD Return | 0.92% |
| 5y Average Return | 10.00% |
| Rank in Category (ytd) | 78 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.23 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Delaware Funds by Macquarie |
| Net Assets | 6.25B |
| YTD Return | 7.01% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Apr 02, 2007 |
Fund Summary
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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