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Delaware Group Equity Funds IV - Delaware Small Cap Growth Fund (DSGFX)
At close: July 23 at 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.20% |
| 5y Average Return | 6.70% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Jun 7, 2024) | 95.91% |
| Worst 1Y Total Return (Jun 7, 2024) | -- |
| Best 3Y Total Return | 95.91% |
| Worst 3Y Total Return | -14.06% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
DSGFX
Category
- YTD
- 6.90%
- 12.40%
- 1-Month
- 2.65%
- 3.37%
- 3-Month
- -2.33%
- 4.88%
- 1-Year
- 19.31%
- 55.69%
- 3-Year
- -11.81%
- 19.34%
- 5-Year
- 7.85%
- 20.72%
- 10-Year
- 0.00%
- 13.98%
- Last Bull Market
- 32.33%
- 27.85%
- Last Bear Market
- -32.61%
- -24.06%
Annual Total Return (%) History
Year
DSGFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 11.68% | -- | -- | -- |
| 2023 | 12.96% | 8.90% | -5.81% | 7.53% |
| 2022 | -16.75% | -32.61% | -0.26% | -2.42% |
| 2021 | 0.64% | 3.07% | -2.86% | -7.40% |
| 2020 | -13.47% | 50.99% | 18.23% | 26.84% |
| 2019 | 25.52% | 4.18% | -7.94% | 8.40% |
| 2018 | 3.87% | 14.22% | 11.62% | -23.66% |
| 2017 | 3.95% | 4.67% | 3.22% | 19.37% |
| 2016 | 15.76% | -6.45% | -- | -- |
Rank in Category (By Total Return)
| YTD | 29 |
| 1-Month | 86 |
| 3-Month | 81 |
| 1-Year | 42 |
| 3-Year | 95 |
| 5-Year | 65 |
Load Adjusted Returns
| 1-Year | 19.31% |
| 3-Year | -11.81% |
| 5-Year | 7.85% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 5.20% |
| 5y Average Return | 6.70% |
| Rank in Category (ytd) | 29 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.23 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Delaware Funds by Macquarie |
| Net Assets | 92.32M |
| YTD Return | 6.90% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 30, 2016 |
Fund Summary
The fund invests primarily in common stocks of growth-oriented companies that its investment manager, Delaware Management Company (Manager) believes have long-term capital appreciation potential and expect to grow faster than the U.S. economy. It invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies (80% policy). The fund may invest in both domestic and foreign small-capitalization companies.
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