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Delaware Ivy Large Cap Growth Fund Class Y: (MF: WLGYX)
(NA) As of Sep 19, 2024 08:00 PM ET
$37.25 USD
+0.61 (1.67%)
Zacks MF Rank 2-Buy 2
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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Latest Performance as of Nov 30, 2019
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 32.62 | 12 |
| 3 months | 4.86 | 78 |
| 6 months | 14.36 | 31 |
| 1 Year | 22.10 | 8 |
| 3 Year | 20.55 | 7 |
| 5 Year | 13.43 | 6 |
| 10 Year | 14.22 | 13 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 124.63 |
| Bear Market (10/07 - 2/09) | -46.82 |
| Bull Market (2/09 - 10/17) | 420.63 |
Load Adjusted Returns as of Nov 30, 2019
| 1 Year | 7.49 |
| 5 Year | 13.56 |
| 10 Year | 14.00 |
| Since Inception | 6.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2019 | 15.86 | 6.84 | 1.92 | NA |
| 2018 | 4.16 | 5.93 | 8.61 | -14.80 |
| 2017 | 8.87 | 3.82 | 7.70 | 6.09 |
| 2016 | -3.58 | -0.72 | 6.97 | -1.19 |
| 2015 | 5.21 | 0.15 | -5.45 | 7.31 |
| 2014 | -0.33 | 4.75 | 1.70 | 4.92 |
Annual Return
| 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 32.62 | 2.11 | 29.16 | 1.17 | 6.91 | 11.41 | 35.66 | 10.56 | 2.05 | 14.12 | 24.67 |
| % Total Return Rel to Index | 4.97 | 6.50 | 7.36 | -10.75 | 5.52 | -2.23 | 3.28 | -5.43 | -0.04 | -0.94 | -1.74 |
| % Total Return Rel to Peer | 7.23 | 8.97 | 8.48 | -6.64 | 8.51 | 3.20 | 4.96 | -3.71 | 5.08 | -2.67 | -7.15 |
| % Perf Quintile vs Peer* | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 2.00 | 2.00 | 5.00 | 1.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.03 | 0.00 | 0.02 | 0.05 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.24 | 0.00 | 0.15 | 0.45 |
| Capital Gains ($) | 0.00 | 2.79 | 0.97 | 0.91 | 1.18 | 1.38 | 2.04 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.05 | 1.05 | 1.06 | 1.06 | 1.06 | 1.06 | 1.06 | 1.06 | 1.06 | 1.06 | 1.06 |
* 1 = Top 20%, 5 = Bottom 20%