Advertisement
U.S. markets open in 6 minutes

Delaware Group Equity Funds IV - Delaware Small Cap Growth Fund (DSGFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
9.91-0.08 (-0.80%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.20%
5-Year Average Return6.70%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jun 6, 2024)95.91%
Worst 1 Yr Total Return (Jun 6, 2024)N/A
Best 3-Yr Total Return95.91%
Worst 3-Yr Total Return-14.06%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDSGFXCategory
YTD6.90%12.40%
1-Month2.65%3.37%
3-Month-2.33%4.88%
1-Year19.31%55.69%
3-Year-11.81%19.34%
5-Year7.85%20.72%
10-Year0.00%13.98%
Last Bull Market32.33%27.85%
Last Bear Market-32.61%-24.06%

Annual Total Return (%) History

Year
DSGFXCategory
2024
N/AN/A
2023
24.60%N/A
2022
-45.40%N/A
2021
-6.70%N/A
2020
95.91%38.62%
2019
30.50%27.68%
2018
1.10%-5.76%
2017
34.06%21.50%
2016
N/A11.20%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.68%N/AN/AN/A
202312.96%8.90%-5.81%7.53%
2022-16.75%-32.61%-0.26%-2.42%
20210.64%3.07%-2.86%-7.40%
2020-13.47%50.99%18.23%26.84%
201925.52%4.18%-7.94%8.40%
20183.87%14.22%11.62%-23.66%
20173.95%4.67%3.22%19.37%
201615.76%-6.45%N/AN/A

Rank In Category (By Total Return)

YTD29
1-Month86
3-Month81
1-Year42
3-Year95
5-Year65

Load Adjusted Returns

1-Year19.31%
3-Year-11.81%
5-Year7.85%
10-YearN/A