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Delaware Ivy Small Cap Growth Instl (IYSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
21.97+0.04 (+0.18%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.58%
5-Year Average Return7.57%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Oct 24, 2024)43.77%
Worst 1 Yr Total Return (Oct 24, 2024)N/A
Best 3-Yr Total Return43.77%
Worst 3-Yr Total Return-4.90%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIYSIXCategory
YTD13.76%12.40%
1-Month-1.41%3.37%
3-Month4.77%4.88%
1-Year21.92%55.69%
3-Year-2.84%19.34%
5-Year8.22%20.72%
10-Year9.54%13.98%
Last Bull Market32.30%27.85%
Last Bear Market-21.68%-24.06%

Annual Total Return (%) History

Year
IYSIXCategory
2024
N/AN/A
2023
13.59%N/A
2022
-27.42%N/A
2021
4.33%N/A
2020
39.04%38.62%
2019
24.27%27.68%
2018
-3.79%-5.76%
2017
24.03%21.50%
2016
13.83%11.20%
2015
-1.81%-2.41%
2014
3.54%2.44%
2013
41.36%40.91%
2012
15.63%13.15%
2011
-4.72%-3.55%
2010
36.08%26.98%
2009
43.77%35.46%
2008
-37.51%-41.55%
2007
N/A7.59%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.04%-3.08%4.77%N/A
20238.51%3.76%-5.86%7.17%
2022-7.70%-21.68%-0.44%0.84%
20214.53%5.55%-3.31%-2.21%
2020-21.43%27.98%8.91%26.97%
201917.62%5.16%-7.91%9.10%
20184.64%7.18%7.16%-19.95%
20177.23%5.60%3.84%5.49%
2016-1.59%5.12%5.38%4.43%
20155.71%0.70%-10.60%3.17%
20140.96%0.81%-7.73%10.27%
201314.37%2.44%11.81%7.91%
201213.88%-1.88%4.62%-1.08%
201110.20%0.90%-22.07%9.96%
201010.51%-5.18%14.04%13.86%
2009-1.81%18.60%17.45%5.13%
2008-12.20%1.53%-9.32%-22.70%
20073.94%-5.28%N/AN/A

Rank In Category (By Total Return)

YTD36
1-Month99
3-Month87
1-Year76
3-Year68
5-Year75

Load Adjusted Returns

1-Year21.92%
3-Year-2.84%
5-Year8.22%
10-Year9.54%