Nasdaq - Delayed Quote • USD
Delaware Ivy Mid Cap Growth Y (WMGYX)
At close: 8:01 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 49.00% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 7 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WMGYX | Category Average | WMGYX | Category Average | WMGYX | Category Average | |
| Alpha | -11.29 | 0.01 | -4.16 | 0.01 | -2.94 | -0.02 |
| BETA | 1.23 | 0.01 | 1.18 | 0.01 | 1.17 | 0.01 |
| Mean Annual Return | 0.28 | 0.02 | 1.17 | 0.02 | 1.04 | 0.01 |
| R-squared | 84.47 | 0.82 | 83.33 | 0.79 | 82.75 | 0.8 |
| Standard Deviation | 23.45 | 0.23 | 23.65 | 0.19 | 19.47 | 0.17 |
| Sharpe Ratio | 0.02 | 0.01 | 0.5 | 0.01 | 0.56 | 0.01 |
| Treynor Ratio | -1.92 | 0.18 | 8.26 | 0.17 | 8.24 | 0.12 |
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